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Pursue Wealth Partners’s SEI Investments SEIC Stock Holding History

Pursue Wealth Partners’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
2025
Q1 		– Sell
-3,008
Closed -$248K – 131
2024
Q4 		$248K Buy
+3,008
New +$236K 0.14% 98

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pursue Wealth Partners's SEIC Position: Q1 2025 in Review

Pursue Wealth Partners sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 3,008 shares — an estimated $248K sold.

Pursue Wealth Partners first reported a position in SEIC in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Pursue Wealth Partners reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 3,008 SEI Investments shares in Q1 2025, an estimated $248K.
  • Pursue Wealth Partners first reported a position in SEI Investments in Q4 2024 and held it in 1 quarter.
  • Pursue Wealth Partners's SEI Investments position peaked at $248K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Pursue Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.