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Sutton Wealth Advisors’s SEI Investments SEIC Stock Holding History

Sutton 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
2023
Q1 		– Sell
-1
Closed -$58 – 1432
2022
Q4 		$58 Sell
1
-1
-50% -$56 ﹤0.01% 1654
2022
Q3 		$98 Sell
2
-17
-89% -$928 ﹤0.01% 1603
2022
Q2 		$1.03K Hold
19
– – ﹤0.01% 1277
2022
Q1 		$1.14K Buy
19
+7
+58% +$416 ﹤0.01% 1309
2021
Q4 		$731 Buy
+12
New +$744 ﹤0.01% 1417

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 $3.37T 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
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sutton Wealth Advisors's SEIC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of SEI Investments (SEIC) in Q1 2023, closing a stake of 1 share — an estimated $58 sold.

Sutton Wealth Advisors first reported a position in SEIC in Q4 2021 and held it in 5 quarters. The position peaked at $1.14K in Q1 2022. 442 funds tracked by Wall St. Rank hold SEIC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining SEI Investments position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1 SEI Investments share in Q1 2023, an estimated $58.
  • Sutton Wealth Advisors first reported a position in SEI Investments in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's SEI Investments position peaked at $1.14K in Q1 2022.
  • 442 funds tracked by Wall St. Rank held SEI Investments as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.