Principia Wealth Advisory’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
BGC
Principia Wealth Advisory's SEIC Position: Q2 2025 in Review
Principia Wealth Advisory sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 5 shares — an estimated $365 sold.
Principia Wealth Advisory first reported a position in SEIC in Q1 2025 and held it in 1 quarter. The position peaked at $365 in Q1 2025. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.
- Principia Wealth Advisory reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
- Principia Wealth Advisory sold 5 SEI Investments shares in Q2 2025, an estimated $365.
- Principia Wealth Advisory first reported a position in SEI Investments in Q1 2025 and held it in 1 quarter.
- Principia Wealth Advisory's SEI Investments position peaked at $365 in Q1 2025.
- 563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.
Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.