Paces Ferry Wealth Advisors’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
Q2
$207K Buy
2025
Q1
Sell
2024
Q4
$207K Buy
2023
Q2
Sell
2023
Q1
$209K Sell
2022
Q4
$215K Buy
2022
Q3
Sell
2022
Q2
$206K Sell
2022
Q1
$230K Buy
2021
Q4
$233K Sell
2021
Q3
$239K Sell
2021
Q2
$253K Sell
2021
Q1
$252K Sell
2020
Q4
$239K Sell
2020
Q3
$227K Buy