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LGT Financial Advisors’s SEI Investments SEIC Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-245
Closed -$20.2K – 650
2024
Q4 		$20.2K Hold
245
– – 0.04% 306
2024
Q3 		$17K Hold
245
– – 0.04% 313
2024
Q2 		$15.8K Hold
245
– – 0.03% 365
2024
Q1 		$17.6K Hold
245
– – 0.02% 382
2023
Q4 		$15.6K Hold
245
– – 0.02% 394
2023
Q3 		$14.8K Buy
+245
New +$15.1K 0.02% 408

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LGT Financial Advisors's SEIC Position: Q1 2025 in Review

LGT Financial Advisors sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 245 shares — an estimated $20.2K sold.

LGT Financial Advisors first reported a position in SEIC in Q3 2023 and held it in 6 quarters. The position peaked at $20.2K in Q4 2024. 547 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • LGT Financial Advisors reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 245 SEI Investments shares in Q1 2025, an estimated $20.2K.
  • LGT Financial Advisors first reported a position in SEI Investments in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's SEI Investments position peaked at $20.2K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.