Janiczek Wealth Management’s SEI Investments SEIC Stock Holding History

Janiczek 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
2024 Q2	$476K	Buy	7,361 +346	+5%	+$23.3K	0.1%	86
2024 Q1	$504K	Buy	7,015 +1,022	+17%	+$67.9K	0.11%	86
2023 Q4	$381K	Sell	5,993 -393	-6%	-$22.9K	0.09%	87
2023 Q3	$385K	Buy	6,386 +1,460	+30%	+$89.8K	0.1%	79
2023 Q2	$294K	Buy	4,926 +1,182	+32%	+$68.8K	0.08%	90
2023 Q1	$217K	Buy	3,744 +269	+8%	+$16.1K	0.06%	115
2022 Q4	$214K	Buy	3,475 +58	+2%	+$3.26K	0.06%	115
2022 Q3	$167K	Buy	3,417 +175	+5%	+$9.56K	0.05%	123
2022 Q2	$179K	Buy	3,242 +414	+15%	+$23.3K	0.05%	119
2022 Q1	$170K	Buy	2,828 +1,235	+78%	+$73.5K	0.05%	135
2021 Q4	$97K	Buy	1,593 +284	+22%	+$17.6K	0.03%	195
2021 Q3	$78K	Buy	1,309 +322	+33%	+$19.7K	0.03%	212
2021 Q2	$61K	Buy	987 +379	+62%	+$23.6K	0.02%	219
2021 Q1	$37K	Buy	608 +246	+68%	+$14.4K	0.01%	288
2020 Q4	$21K	Buy	362 +300	+484%	+$16.4K	0.01%	349
2020 Q3	$3K	Buy	+62	New	+$3.28K	﹤0.01%	467

Other funds holding SEIC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Janiczek Wealth Management's SEIC Position: Q2 2024 in Review

Janiczek Wealth Management increased its SEI Investments (SEIC) stake by 4.9% in Q2 2024, buying an estimated $23.3K and bringing the position to 7,361 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #86.

Janiczek Wealth Management first reported a position in SEIC in Q3 2020 and has held it in 16 quarters since. The position peaked at $504K in Q1 2024. 492 funds tracked by Wall St. Rank hold SEIC as of Q2 2024.

Janiczek Wealth Management held 7,361 shares of SEI Investments worth $476K as of Q2 2024.
Janiczek Wealth Management bought 346 SEI Investments shares in Q2 2024, an estimated $23.3K.
SEI Investments made up 0.1% of Janiczek Wealth Management's portfolio in Q2 2024, its #86 holding.
Janiczek Wealth Management first reported a position in SEI Investments in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's SEI Investments position peaked at $504K in Q1 2024.
492 funds tracked by Wall St. Rank held SEI Investments as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.