SeaCrest Wealth Management’s Erie Indemnity ERIE Stock Holding History

SeaCrest Wealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-398	Closed	-$215K	–	668
2024 Q3	$215K	Buy	+398	New	+$181K	0.02%	593
2022 Q3	–	Sell	-398	Closed	-$76K	–	882
2022 Q2	$76K	Buy	+398	New	+$69.2K	0.01%	957
2019 Q4	–	Sell	-1,274	Closed	-$237K	–	565
2019 Q3	$237K	Sell	1,274 -47	-4%	-$10.7K	0.04%	448
2019 Q2	$336K	Hold	1,321	–	–	0.07%	356
2019 Q1	$236K	Hold	1,321	–	–	0.04%	421
2018 Q4	$176K	Hold	1,321	–	–	0.04%	461
2018 Q3	$168K	Hold	1,321	–	–	0.03%	565
2018 Q2	$155K	Hold	1,321	–	–	0.03%	580
2018 Q1	$155K	Hold	1,321	–	–	0.03%	565
2017 Q4	$161K	Buy	+1,321	New	+$160K	0.03%	567

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SeaCrest Wealth Management's ERIE Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 398 shares — an estimated $215K sold.

SeaCrest Wealth Management first reported a position in ERIE in Q4 2017 and held it in 10 quarters. The position peaked at $336K in Q2 2019. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

SeaCrest Wealth Management reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 398 Erie Indemnity shares in Q4 2024, an estimated $215K.
SeaCrest Wealth Management first reported a position in Erie Indemnity in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's Erie Indemnity position peaked at $336K in Q2 2019.
398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.