Tradition Wealth Management’s SEI Investments SEIC Stock Holding History

Tradition 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
2024 Q1	–	Sell	-82	Closed	-$5K	–	1037
2023 Q4	$5K	Hold	82	–	–	﹤0.01%	1158
2023 Q3	$5K	Hold	82	–	–	﹤0.01%	1195
2023 Q2	$5K	Hold	82	–	–	﹤0.01%	1222
2023 Q1	$5K	Hold	82	–	–	﹤0.01%	1159
2022 Q4	$5K	Hold	82	–	–	﹤0.01%	1057
2022 Q3	$4K	Hold	82	–	–	﹤0.01%	1118
2022 Q2	$4K	Hold	82	–	–	﹤0.01%	1007
2022 Q1	$5K	Hold	82	–	–	﹤0.01%	1046
2021 Q4	$5K	Hold	82	–	–	﹤0.01%	1063
2021 Q3	$5K	Hold	82	–	–	﹤0.01%	1042
2021 Q2	$5K	Buy	+82	New	+$5.11K	﹤0.01%	1070
2021 Q1	–	Sell	-82	Closed	-$5K	–	991
2020 Q4	$5K	Buy	+82	New	+$4.48K	﹤0.01%	849

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Tradition Wealth Management's SEIC Position: Q1 2024 in Review

Tradition Wealth Management sold out of SEI Investments (SEIC) in Q1 2024, closing a stake of 82 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in SEIC in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q4 2023. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

Tradition Wealth Management reported no remaining SEI Investments position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 82 SEI Investments shares in Q1 2024, an estimated $5K.
Tradition Wealth Management first reported a position in SEI Investments in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's SEI Investments position peaked at $5K in Q4 2023.
476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.