TFO Wealth Partners’s SEI Investments SEIC Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-5	Closed	-$360	–	634
2024 Q1	$360	Sell	5 -4	-44%	-$266	﹤0.01%	352
2023 Q4	$572	Hold	9	–	–	﹤0.01%	301
2023 Q3	$537	Buy	9 +4	+80%	+$246	﹤0.01%	441
2023 Q2	$298	Hold	5	–	–	﹤0.01%	407
2023 Q1	$288	Sell	5 -266	-98%	-$16K	﹤0.01%	384
2022 Q4	$9.26K	Buy	+271	New	+$15.2K	﹤0.01%	121

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

TFO Wealth Partners's SEIC Position: Q2 2024 in Review

TFO Wealth Partners sold out of SEI Investments (SEIC) in Q2 2024, closing a stake of 5 shares — an estimated $360 sold.

TFO Wealth Partners first reported a position in SEIC in Q4 2022 and held it in 6 quarters. The position peaked at $9.26K in Q4 2022. 493 funds tracked by Wall St. Rank hold SEIC as of Q2 2024.

TFO Wealth Partners reported no remaining SEI Investments position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 SEI Investments shares in Q2 2024, an estimated $360.
TFO Wealth Partners first reported a position in SEI Investments in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's SEI Investments position peaked at $9.26K in Q4 2022.
493 funds tracked by Wall St. Rank held SEI Investments as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.