Tiedemann Advisors’s SEI Investments SEIC Stock Holding History

Tiedemann 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 Q3	$1.12M	Hold
2023 Q2	$1.1M	Hold
2023 Q1	$1.07M	Hold
2022 Q4	$1.09M	Sell
2022 Q3	$918K	Hold
2022 Q2	$1.01M	Sell
2022 Q1	$1.21M	Buy
2021 Q4	$1.23M	Hold
2021 Q3	$1.19M	Hold
2021 Q2	$1.24M	Sell
2021 Q1	$1.22M	Sell
2020 Q4	$1.22M	Buy
2020 Q3	$1.01M	Sell
2020 Q2	$1.1M	Buy
2020 Q1	$927K	Sell
2019 Q4	$1.32M	Buy
2019 Q3	$1.1M	Buy
2019 Q2	$264K	Sell
2019 Q1	$567K	Buy
2018 Q4	$454K	Buy
2018 Q3	$287K	Buy
2018 Q1	–	Sell
2017 Q4	$339K	Buy