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SEIC icon

TCWP’s SEI Investments SEIC Stock Holding History

TCWP’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
2022
Q2 		– Sell
-3
Closed – – 1467
2022
Q1 		$0 Buy
+3
New +$178 ﹤0.01% 1885

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCWP's SEIC Position: Q2 2022 in Review

TCWP sold out of SEI Investments (SEIC) in Q2 2022, closing a stake of 3 shares.

TCWP first reported a position in SEIC in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 453 funds tracked by Wall St. Rank hold SEIC as of Q2 2022.

  • TCWP reported no remaining SEI Investments position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 3 SEI Investments shares in Q2 2022.
  • TCWP first reported a position in SEI Investments in Q1 2022 and held it in 1 quarter.
  • TCWP's SEI Investments position peaked at $0 in Q1 2022.
  • 453 funds tracked by Wall St. Rank held SEI Investments as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.