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One Wealth Advisors’s Selective Insurance SIGI Stock Holding History

One Wealth Advisors’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,974
Closed -$175K – 530
2022
Q4 		$175K Buy
+1,974
New +$180K 0.04% 219
2022
Q2 		– Sell
-2,329
Closed -$208K – 208
2022
Q1 		$208K Buy
+2,329
New +$190K 0.05% 191

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

One Wealth Advisors's SIGI Position: Q1 2023 in Review

One Wealth Advisors sold out of Selective Insurance (SIGI) in Q1 2023, closing a stake of 1,974 shares — an estimated $175K sold.

One Wealth Advisors first reported a position in SIGI in Q1 2022 and held it in 2 quarters. The position peaked at $208K in Q1 2022. 276 funds tracked by Wall St. Rank hold SIGI as of Q1 2023.

  • One Wealth Advisors reported no remaining Selective Insurance position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,974 Selective Insurance shares in Q1 2023, an estimated $175K.
  • One Wealth Advisors first reported a position in Selective Insurance in Q1 2022 and held it in 2 quarters.
  • One Wealth Advisors's Selective Insurance position peaked at $208K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.