TCI Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2.88K | – | 1885 |
|
|
2023
Q1 | $2.88K | Hold |
50
| – | – | ﹤0.01% | 1869 |
|
|
2022
Q4 | $2.92K | Buy |
50
+1
| +2% | +$56 | ﹤0.01% | 1875 |
|
|
2022
Q3 | $2K | Buy |
49
+8
| +20% | +$437 | ﹤0.01% | 1986 |
|
|
2022
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 2043 |
|
|
2022
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 2023 |
|
|
2021
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 2174 |
|
|
2021
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 1845 |
|
|
2021
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 1881 |
|
|
2020
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q2 | $2K | Sell |
41
-60
| -59% | -$3.14K | ﹤0.01% | 1123 |
|
|
2020
Q1 | $5K | Hold |
101
| – | – | ﹤0.01% | 731 |
|
|
2019
Q4 | $7K | Hold |
101
| – | – | ﹤0.01% | 787 |
|
|
2019
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 772 |
|
|
2019
Q2 | $6K | Buy |
101
+12
| +13% | +$647 | ﹤0.01% | 735 |
|
|
2019
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 807 |
|
|
2018
Q4 | $4K | Sell |
89
-5
| -5% | -$263 | ﹤0.01% | 845 |
|
|
2018
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 760 |
|
|
2018
Q2 | $6K | Buy |
94
+5
| +6% | +$333 | ﹤0.01% | 750 |
|
|
2018
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 687 |
|
|
2017
Q4 | $6K | Hold |
89
| – | – | ﹤0.01% | 748 |
|
|
2017
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 742 |
|
|
2017
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 763 |
|
|
2017
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 784 |
|
|
2016
Q4 | $4K | Hold |
89
| – | – | ﹤0.01% | 845 |
|
|
2016
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 800 |
|
|
2016
Q2 | $4K | Hold |
89
| – | – | ﹤0.01% | 789 |
|
|
2016
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 784 |
|
|
2015
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 722 |
|
|
2015
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 681 |
|
|
2015
Q2 | $4K | Hold |
89
| – | – | ﹤0.01% | 697 |
|
|
2015
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 625 |
|
|
2014
Q4 | $4K | Hold |
89
| – | – | ﹤0.01% | 615 |
|
|
2014
Q3 | $3K | Hold |
89
| – | – | ﹤0.01% | 678 |
|
|
2014
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 704 |
|
|
2014
Q1 | $3K | Hold |
89
| – | – | ﹤0.01% | 666 |
|
|
2013
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 673 |
|
|
2013
Q3 | $3K | Hold |
89
| – | – | ﹤0.01% | 597 |
|
|
2013
Q2 | $3K | Buy |
+89
| New | +$2.58K | ﹤0.01% | 548 |
|
Other funds holding SEIC
BGC
RA
TCI Wealth Advisors's SEIC Position: Q2 2023 in Review
TCI Wealth Advisors sold out of SEI Investments (SEIC) in Q2 2023, closing a stake of 50 shares — an estimated $2.88K sold.
TCI Wealth Advisors first reported a position in SEIC in Q2 2013 and held it in 40 quarters. The position peaked at $7K in Q4 2019. 457 funds tracked by Wall St. Rank hold SEIC as of Q2 2023.
- TCI Wealth Advisors reported no remaining SEI Investments position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 50 SEI Investments shares in Q2 2023, an estimated $2.88K.
- TCI Wealth Advisors first reported a position in SEI Investments in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's SEI Investments position peaked at $7K in Q4 2019.
- 457 funds tracked by Wall St. Rank held SEI Investments as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.