Modera Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.17M | Sell |
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|
2025
Q2 | $6.8M | Sell |
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|
2025
Q1 | $6.1M | Sell |
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|
2024
Q4 | $6.87M | Sell |
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|
2024
Q3 | $5.93M | Sell |
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|
2024
Q2 | $5.68M | Sell |
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|
2024
Q1 | $6.53M | Sell |
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|
2023
Q4 | $5.83M | Sell |
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|
2023
Q3 | $6.39M | Sell |
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|
2023
Q2 | $6.85M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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