Legacy Wealth Asset Management’s SEI Investments SEIC Stock Holding History

Legacy Wealth Asset 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
2022 Q2	–	Sell	-7,226	Closed	-$435K	–	339
2022 Q1	$435K	Buy	7,226 +19	+0.3%	+$1.13K	0.15%	205
2021 Q4	$439K	Buy	7,207 +106	+1%	+$6.57K	0.15%	216
2021 Q3	$421K	Sell	7,101 -28	-0.4%	-$1.71K	0.19%	198
2021 Q2	$442K	Sell	7,129 -111	-2%	-$6.92K	0.2%	193
2021 Q1	$441K	Buy	7,240 +72	+1%	+$4.22K	0.2%	189
2020 Q4	$412K	Buy	+7,168	New	+$391K	0.21%	186

Other funds holding SEIC

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

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

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

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

ACM

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

BGC

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

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

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Legacy Wealth Asset Management's SEIC Position: Q2 2022 in Review

Legacy Wealth Asset Management sold out of SEI Investments (SEIC) in Q2 2022, closing a stake of 7,226 shares — an estimated $435K sold.

Legacy Wealth Asset Management first reported a position in SEIC in Q4 2020 and held it in 6 quarters. The position peaked at $442K in Q2 2021. 454 funds tracked by Wall St. Rank hold SEIC as of Q2 2022.

Legacy Wealth Asset Management reported no remaining SEI Investments position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 7,226 SEI Investments shares in Q2 2022, an estimated $435K.
Legacy Wealth Asset Management first reported a position in SEI Investments in Q4 2020 and held it in 6 quarters.
Legacy Wealth Asset Management's SEI Investments position peaked at $442K in Q2 2021.
454 funds tracked by Wall St. Rank held SEI Investments as of Q2 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.