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Money Concepts Capital’s SEI Investments SEIC Stock Holding History

Money Concepts Capital’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
Q4 		– Sell
-142
Closed -$7K – 3310
2022
Q3 		$7K Hold
142
– – ﹤0.01% 1150
2022
Q2 		$8K Hold
142
– – ﹤0.01% 1078
2022
Q1 		$9K Buy
+142
New +$8.45K ﹤0.01% 2003

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Money Concepts Capital's SEIC Position: Q4 2022 in Review

Money Concepts Capital sold out of SEI Investments (SEIC) in Q4 2022, closing a stake of 142 shares — an estimated $7K sold.

Money Concepts Capital first reported a position in SEIC in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 444 funds tracked by Wall St. Rank hold SEIC as of Q4 2022.

  • Money Concepts Capital reported no remaining SEI Investments position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 142 SEI Investments shares in Q4 2022, an estimated $7K.
  • Money Concepts Capital first reported a position in SEI Investments in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's SEI Investments position peaked at $9K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held SEI Investments as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.