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Ropes Wealth Advisors’s SEI Investments SEIC Stock Holding History

Ropes 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
2021
Q1 		– Sell
-7
Closed – – 689
2020
Q4 		$0 Buy
+7
New +$382 ﹤0.01% 908
2018
Q3 		– Sell
-1,600
Closed -$100K – 585
2018
Q2 		$100K Buy
+1,600
New +$106K 0.03% 285

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Ropes Wealth Advisors's SEIC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of SEI Investments (SEIC) in Q1 2021, closing a stake of 7 shares.

Ropes Wealth Advisors first reported a position in SEIC in Q2 2018 and held it in 2 quarters. The position peaked at $100K in Q2 2018. 443 funds tracked by Wall St. Rank hold SEIC as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining SEI Investments position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 7 SEI Investments shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in SEI Investments in Q2 2018 and held it in 2 quarters.
  • Ropes Wealth Advisors's SEI Investments position peaked at $100K in Q2 2018.
  • 443 funds tracked by Wall St. Rank held SEI Investments as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.