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

Hart & Patterson Financial Group’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.09M Sell
117,111
-2,472
-2% -$87.9K 1.99% 19
2024
Q3 		$4.17M Sell
119,583
-2,036
-2% -$68.5K 1.97% 19
2024
Q2 		$4.02M Buy
121,619
+4,366
+4% +$139K 1.99% 18
2024
Q1 		$3.77M Buy
+117,253
New +$3.67M 1.87% 19

Other funds holding SEIQ

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
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Hart & Patterson Financial Group reduced its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 2.1% in Q4 2024, selling an estimated $87.9K and leaving 117,111 shares worth $4.09M. The position accounts for 1.99% of the portfolio, ranked #19.

Hart & Patterson Financial Group first reported a position in SEIQ in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.17M in Q3 2024. 41 funds tracked by Wall St. Rank hold SEIQ as of Q4 2024.

  • Hart & Patterson Financial Group held 117,111 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $4.09M as of Q4 2024.
  • Hart & Patterson Financial Group sold 2,472 SEI QiM U.S. Large Cap Quality Active ETF shares in Q4 2024, an estimated $87.9K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 1.99% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #19 holding.
  • Hart & Patterson Financial Group first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2024 and has held it in 4 quarters since.
  • Hart & Patterson Financial Group's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $4.17M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q4 2024.

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