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Redmont Wealth Advisors’s SEI Investments SEIC Stock Holding History

Redmont Wealth Advisors’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
2024
Q2 		– Sell
-192
Closed -$13.8K – 347
2024
Q1 		$13.8K Buy
+192
New +$12.8K 0.02% 171

Other funds holding SEIC

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Redmont Wealth Advisors's SEIC Position: Q2 2024 in Review

Redmont Wealth Advisors sold out of SEI Investments (SEIC) in Q2 2024, closing a stake of 192 shares — an estimated $13.8K sold.

Redmont Wealth Advisors first reported a position in SEIC in Q1 2024 and held it in 1 quarter. The position peaked at $13.8K in Q1 2024. 493 funds tracked by Wall St. Rank hold SEIC as of Q2 2024.

  • Redmont Wealth Advisors reported no remaining SEI Investments position as of Q2 2024 after selling out during the quarter.
  • Redmont Wealth Advisors sold 192 SEI Investments shares in Q2 2024, an estimated $13.8K.
  • Redmont Wealth Advisors first reported a position in SEI Investments in Q1 2024 and held it in 1 quarter.
  • Redmont Wealth Advisors's SEI Investments position peaked at $13.8K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held SEI Investments as of Q2 2024.

Based on Redmont Wealth Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.