Price Wealth’s SEI Investments SEIC Stock Holding History

Price Wealth’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
2019 Q4	–	Sell	-72	Closed	-$4K	–	458
2019 Q3	$4K	Hold	72	–	–	﹤0.01%	222
2019 Q2	$4K	Buy	+72	New	+$3.88K	﹤0.01%	220

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Price Wealth's SEIC Position: Q4 2019 in Review

Price Wealth sold out of SEI Investments (SEIC) in Q4 2019, closing a stake of 72 shares — an estimated $4K sold.

Price Wealth first reported a position in SEIC in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 439 funds tracked by Wall St. Rank hold SEIC as of Q4 2019.

Price Wealth reported no remaining SEI Investments position as of Q4 2019 after selling out during the quarter.
Price Wealth sold 72 SEI Investments shares in Q4 2019, an estimated $4K.
Price Wealth first reported a position in SEI Investments in Q2 2019 and held it in 2 quarters.
Price Wealth's SEI Investments position peaked at $4K in Q3 2019.
439 funds tracked by Wall St. Rank held SEI Investments as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.