Summit Wealth Group’s SEI Investments SEIC Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-10,935	Closed	–	–	226
2023 Q1	$0	Buy	+10,935	New	+$656K	﹤0.01%	244

Other funds holding SEIC

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Summit Wealth Group's SEIC Position: Q2 2023 in Review

Summit Wealth Group sold out of SEI Investments (SEIC) in Q2 2023, closing a stake of 10,935 shares.

Summit Wealth Group first reported a position in SEIC in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 457 funds tracked by Wall St. Rank hold SEIC as of Q2 2023.

Summit Wealth Group reported no remaining SEI Investments position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 10,935 SEI Investments shares in Q2 2023.
Summit Wealth Group first reported a position in SEI Investments in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's SEI Investments position peaked at $0 in Q1 2023.
457 funds tracked by Wall St. Rank held SEI Investments as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.