Pathstone Family Office’s SEI Investments SEIC Stock Holding History

Pathstone Family Office’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$449K	Buy
2023 Q1	–	Sell
2022 Q4	$533K	Sell
2022 Q3	$529K	Buy