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Kiely Wealth Advisory Group’s SEI Investments SEIC Stock Holding History

Kiely Wealth Advisory Group’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 		$6.33K Hold
75
– – ﹤0.01% 237
2024
Q3 		$6.06K Hold
75
– – ﹤0.01% 238
2024
Q2 		$4.87K Hold
75
– – ﹤0.01% 232
2024
Q1 		$5.03K Hold
75
– – ﹤0.01% 209
2023
Q4 		$4.81K Buy
+75
New +$4.38K ﹤0.01% 208

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

Kiely Wealth Advisory Group's SEIC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its SEI Investments (SEIC) position steady in Q4 2024 at 75 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Kiely Wealth Advisory Group first reported a position in SEIC in Q4 2023 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Kiely Wealth Advisory Group held 75 shares of SEI Investments worth $6.33K as of Q4 2024.
  • Kiely Wealth Advisory Group left its SEI Investments share count unchanged in Q4 2024.
  • SEI Investments made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #237 holding.
  • Kiely Wealth Advisory Group first reported a position in SEI Investments in Q4 2023 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.