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Gerber Kawasaki Wealth & Investment Management’s SEI Investments SEIC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-433
Closed -$25K – 948
2021
Q3 		$25K Buy
+433
New +$26.4K ﹤0.01% 458

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SEIC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of SEI Investments (SEIC) in Q4 2021, closing a stake of 433 shares — an estimated $25K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SEIC in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 473 funds tracked by Wall St. Rank hold SEIC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining SEI Investments position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 433 SEI Investments shares in Q4 2021, an estimated $25K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in SEI Investments in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's SEI Investments position peaked at $25K in Q3 2021.
  • 473 funds tracked by Wall St. Rank held SEI Investments as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.