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Institute for Wealth Management’s Seaboard Corp SEB Stock Holding History

Institute for Wealth Management’s Portfolio SEB Stock Details SEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60
Closed -$233K – 512
2022
Q2 		$233K Buy
+60
New +$242K 0.05% 459

Other funds holding SEB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Institute for Wealth Management's SEB Position: Q3 2022 in Review

Institute for Wealth Management sold out of Seaboard Corp (SEB) in Q3 2022, closing a stake of 60 shares — an estimated $233K sold.

Institute for Wealth Management first reported a position in SEB in Q2 2022 and held it in 1 quarter. The position peaked at $233K in Q2 2022. 134 funds tracked by Wall St. Rank hold SEB as of Q3 2022.

  • Institute for Wealth Management reported no remaining Seaboard Corp position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 60 Seaboard Corp shares in Q3 2022, an estimated $233K.
  • Institute for Wealth Management first reported a position in Seaboard Corp in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Seaboard Corp position peaked at $233K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held Seaboard Corp as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.