TWM
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Thrive Wealth Management’s SEI Investments SEIC Stock Holding History

Thrive Wealth Management’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
2026
Q2 		$6.48M Sell
73,935
-2,844
-4% -$248K 0.83% 17
2026
Q1 		$6.02M Sell
76,779
-4,390
-5% -$362K 0.9% 17
2025
Q4 		$6.66M Buy
81,169
+1,873
+2% +$154K 0.98% 16
2025
Q3 		$6.73M Buy
79,296
+40,463
+104% +$3.6M 1.02% 15
2025
Q2 		$3.49M Sell
38,833
-2,286
-6% -$184K 0.56% 25
2025
Q1 		$3.19M Sell
41,119
-1,188
-3% -$95.5K 0.61% 24
2024
Q4 		$3.49M Buy
42,307
+362
+0.9% +$28.4K 0.63% 21
2024
Q3 		$2.9M Buy
41,945
+17
+0% +$1.14K 0.53% 25
2024
Q2 		$2.71M Buy
41,928
+1,205
+3% +$81K 0.53% 23
2024
Q1 		$2.93M Sell
40,723
-39,125
-49% -$2.6M 0.61% 21
2023
Q4 		$5.07M Sell
79,848
-24,077
-23% -$1.4M 1.13% 15
2023
Q3 		$6.26M Buy
103,925
+5,204
+5% +$320K 1.67% 9
2023
Q2 		$5.89M Sell
98,721
-2,538
-3% -$148K 1.52% 10
2023
Q1 		$5.83M Sell
101,259
-2,558
-2% -$153K 1.49% 12
2022
Q4 		$6.05M Buy
103,817
+8,094
+8% +$455K 1.73% 10
2022
Q3 		$4.7M Buy
95,723
+4,249
+5% +$232K 1.64% 10
2022
Q2 		$4.94M Buy
91,474
+1,250
+1% +$70.3K 1.72% 9
2022
Q1 		$5.43M Buy
90,224
+215
+0.2% +$12.8K 1.61% 11
2021
Q4 		$5.49M Buy
+90,009
New +$5.58M 1.87% 8

Other funds holding SEIC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return