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Rise Advisors’s SEI Investments SEIC Stock Holding History

Rise 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
2025
Q1 		– Sell
-226
Closed -$18.6K – 1560
2024
Q4 		$18.6K Hold
226
– – 0.01% 710
2024
Q3 		$15.6K Hold
226
– – 0.01% 848
2024
Q2 		$14.6K Buy
226
+2
+0.9% +$134 0.01% 842
2024
Q1 		$16.1K Buy
+224
New +$14.9K 0.01% 815

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's SEIC Position: Q1 2025 in Review

Rise Advisors sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 226 shares — an estimated $18.6K sold.

Rise Advisors first reported a position in SEIC in Q1 2024 and held it in 4 quarters. The position peaked at $18.6K in Q4 2024. 547 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Rise Advisors reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 226 SEI Investments shares in Q1 2025, an estimated $18.6K.
  • Rise Advisors first reported a position in SEI Investments in Q1 2024 and held it in 4 quarters.
  • Rise Advisors's SEI Investments position peaked at $18.6K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.