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Householder Group Estate & Retirement Specialist’s SEI Investments SEIC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-96
Closed -$6K – 1096
2024
Q3 		$6K Hold
96
– – ﹤0.01% 909
2024
Q2 		$6K Buy
+96
New +$6.45K ﹤0.01% 920

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SEIC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 96 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in SEIC in Q2 2024 and held it in 2 quarters. The position peaked at $6K in Q3 2024. 539 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 96 SEI Investments shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in SEI Investments in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's SEI Investments position peaked at $6K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.