Fortitude Advisory Group’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-647
Closed -$39K 1072
2022
Q1
$39K Hold
647
0.02% 617
2021
Q4
$39K Buy
+647
New +$40.1K 0.02% 619

Other funds holding SEIC

Fortitude Advisory Group's SEIC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of SEI Investments (SEIC) in Q2 2022, closing a stake of 647 shares — an estimated $39K sold.

Fortitude Advisory Group first reported a position in SEIC in Q4 2021 and held it in 2 quarters. The position peaked at $39K in Q1 2022. 454 funds tracked by Wall St. Rank hold SEIC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining SEI Investments position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 647 SEI Investments shares in Q2 2022, an estimated $39K.
  • Fortitude Advisory Group first reported a position in SEI Investments in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's SEI Investments position peaked at $39K in Q1 2022.
  • 454 funds tracked by Wall St. Rank held SEI Investments as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.