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PFG Private Wealth Management’s SEI Investments SEIC Stock Holding History

PFG Private Wealth Management’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
2022
Q1 		– Sell
-1,480
Closed -$90K – 345
2021
Q4 		$90K Buy
1,480
+226
+18% +$14K 0.05% 131
2021
Q3 		$74K Buy
+1,254
New +$76.5K 0.04% 117

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PFG Private Wealth Management's SEIC Position: Q1 2022 in Review

PFG Private Wealth Management sold out of SEI Investments (SEIC) in Q1 2022, closing a stake of 1,480 shares — an estimated $90K sold.

PFG Private Wealth Management first reported a position in SEIC in Q3 2021 and held it in 2 quarters. The position peaked at $90K in Q4 2021. 464 funds tracked by Wall St. Rank hold SEIC as of Q1 2022.

  • PFG Private Wealth Management reported no remaining SEI Investments position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,480 SEI Investments shares in Q1 2022, an estimated $90K.
  • PFG Private Wealth Management first reported a position in SEI Investments in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's SEI Investments position peaked at $90K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held SEI Investments as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.