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Hart & Patterson Financial Group’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Hart & Patterson Financial Group’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8.19M Sell
212,007
-24,886
-11% -$957K 3.98% 5
2024
Q3 		$8.56M Sell
236,893
-10,476
-4% -$354K 4.05% 5
2024
Q2 		$8.21M Buy
247,369
+287
+0.1% +$9.11K 4.07% 7
2024
Q1 		$7.94M Buy
+247,082
New +$7.46M 3.93% 8

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Hart & Patterson Financial Group's SEIM Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 11% in Q4 2024, selling an estimated $957K and leaving 212,007 shares worth $8.19M. The position accounts for 3.98% of the portfolio, ranked #5.

Hart & Patterson Financial Group first reported a position in SEIM in Q1 2024 and has held it in 4 quarters since. The position peaked at $8.56M in Q3 2024. 48 funds tracked by Wall St. Rank hold SEIM as of Q4 2024.

  • Hart & Patterson Financial Group held 212,007 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $8.19M as of Q4 2024.
  • Hart & Patterson Financial Group sold 24,886 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q4 2024, an estimated $957K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 3.98% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #5 holding.
  • Hart & Patterson Financial Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and has held it in 4 quarters since.
  • Hart & Patterson Financial Group's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $8.56M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.