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Patriot Financial Group Insurance Agency’s SEI Investments SEIC Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q4 		– Sell
-151
Closed -$9K – 2244
2021
Q3 		$9K Hold
151
– – ﹤0.01% 1527
2021
Q2 		$9K Buy
151
+1
+0.7% +$62 ﹤0.01% 1491
2021
Q1 		$9K Hold
150
– – ﹤0.01% 1395
2020
Q4 		$9K Buy
+150
New +$8.19K ﹤0.01% 1268

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

Patriot Financial Group Insurance Agency's SEIC Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of SEI Investments (SEIC) in Q4 2021, closing a stake of 151 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in SEIC in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 473 funds tracked by Wall St. Rank hold SEIC as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining SEI Investments position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 151 SEI Investments shares in Q4 2021, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in SEI Investments in Q4 2020 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's SEI Investments position peaked at $9K in Q3 2021.
  • 473 funds tracked by Wall St. Rank held SEI Investments as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.