First Personal Financial Services’s SEI Investments SEIC Stock Holding History

First Personal Financial Services’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$8.1K	Buy	+117	New	+$7.81K	﹤0.01%	321
2017 Q3	–	Sell	-613	Closed	-$33K	–	866
2017 Q2	$33K	Hold	613	–	–	0.01%	492
2017 Q1	$31K	Hold	613	–	–	0.01%	489
2016 Q4	$30K	Hold	613	–	–	0.01%	471
2016 Q3	$28K	Hold	613	–	–	0.01%	378
2016 Q2	$29K	Sell	613 -59	-9%	-$2.84K	0.01%	363
2016 Q1	$29K	Sell	672 -273	-29%	-$11.2K	0.01%	215
2015 Q4	$50K	Buy	945 +44	+5%	+$2.29K	0.03%	179
2015 Q3	$44K	Hold	901	–	–	0.03%	181
2015 Q2	$45K	Hold	901	–	–	0.03%	175
2015 Q1	$40K	Hold	901	–	–	0.02%	180
2014 Q4	$36K	Buy	+901	New	+$34.5K	0.02%	176

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Personal Financial Services's SEIC Position: Q3 2024 in Review

First Personal Financial Services opened a new position in SEI Investments (SEIC) in Q3 2024: 117 shares worth $8.1K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SEIC as recently as Q2 2017.

First Personal Financial Services first reported a position in SEIC in Q4 2014 and has held it in 12 quarters since. The position peaked at $50K in Q4 2015. 500 funds tracked by Wall St. Rank hold SEIC as of Q3 2024.

First Personal Financial Services held 117 shares of SEI Investments worth $8.1K as of Q3 2024.
SEI Investments was a new First Personal Financial Services position in Q3 2024.
SEI Investments made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #321 holding.
First Personal Financial Services first reported a position in SEI Investments in Q4 2014 and has held it in 12 quarters since.
First Personal Financial Services's SEI Investments position peaked at $50K in Q4 2015.
500 funds tracked by Wall St. Rank held SEI Investments as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.