Morton Brown Family Wealth’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-20
Closed -$1.15K – 269
2023
Q1
$1.15K Buy
+20
New +$1.2K ﹤0.01% 255

Other funds holding SEIC

Morton Brown Family Wealth's SEIC Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of SEI Investments (SEIC) in Q2 2023, closing a stake of 20 shares — an estimated $1.15K sold.

Morton Brown Family Wealth first reported a position in SEIC in Q1 2023 and held it in 1 quarter. The position peaked at $1.15K in Q1 2023. 457 funds tracked by Wall St. Rank hold SEIC as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining SEI Investments position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 20 SEI Investments shares in Q2 2023, an estimated $1.15K.
  • Morton Brown Family Wealth first reported a position in SEI Investments in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's SEI Investments position peaked at $1.15K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SEI Investments as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.