Harvest Group Wealth Management’s SEI Investments SEIC Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-39	Closed	-$2K	–	589
2020 Q4	$2K	Hold	39	–	–	﹤0.01%	380
2020 Q3	$2K	Hold	39	–	–	﹤0.01%	377
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	328
2020 Q1	$1K	Sell	39 -122	-76%	-$7.26K	﹤0.01%	427
2019 Q4	$10K	Hold	161	–	–	0.01%	248
2019 Q3	$10K	Hold	161	–	–	0.01%	266
2019 Q2	$9K	Hold	161	–	–	0.01%	234
2019 Q1	$8K	Buy	+161	New	+$8.06K	0.01%	294

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Harvest Group Wealth Management's SEIC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SEI Investments (SEIC) in Q1 2021, closing a stake of 39 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SEIC in Q1 2019 and held it in 8 quarters. The position peaked at $10K in Q4 2019. 443 funds tracked by Wall St. Rank hold SEIC as of Q1 2021.

Harvest Group Wealth Management reported no remaining SEI Investments position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 39 SEI Investments shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in SEI Investments in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's SEI Investments position peaked at $10K in Q4 2019.
443 funds tracked by Wall St. Rank held SEI Investments as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.