U.S. Capital Wealth Advisors’s SEI Investments SEIC Stock Holding History

U.S. Capital Wealth 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
2022 Q3	–	Sell	-71,618	Closed	-$3.87M	–	674
2022 Q2	$3.87M	Buy	71,618 +52	+0.1%	+$2.93K	0.17%	121
2022 Q1	$4.31M	Buy	+71,566	New	+$4.26M	0.16%	136

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's SEIC Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of SEI Investments (SEIC) in Q3 2022, closing a stake of 71,618 shares — an estimated $3.87M sold.

U.S. Capital Wealth Advisors first reported a position in SEIC in Q1 2022 and held it in 2 quarters. The position peaked at $4.31M in Q1 2022. 432 funds tracked by Wall St. Rank hold SEIC as of Q3 2022.

U.S. Capital Wealth Advisors reported no remaining SEI Investments position as of Q3 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 71,618 SEI Investments shares in Q3 2022, an estimated $3.87M.
U.S. Capital Wealth Advisors first reported a position in SEI Investments in Q1 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's SEI Investments position peaked at $4.31M in Q1 2022.
432 funds tracked by Wall St. Rank held SEI Investments as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.