Wealthcare Advisory Partners’s SEI Investments SEIC Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-537	Closed	-$33K	–	1635
2021 Q1	$33K	Buy	+537	New	+$31.5K	﹤0.01%	1025
2018 Q4	–	Sell	-236	Closed	-$14K	–	1271
2018 Q3	$14K	Hold	236	–	–	﹤0.01%	763
2018 Q2	$15K	Hold	236	–	–	﹤0.01%	740
2018 Q1	$18K	Hold	236	–	–	﹤0.01%	610
2017 Q4	$17K	Buy	+236	New	+$15.8K	﹤0.01%	573

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wealthcare Advisory Partners's SEIC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of SEI Investments (SEIC) in Q2 2021, closing a stake of 537 shares — an estimated $33K sold.

Wealthcare Advisory Partners first reported a position in SEIC in Q4 2017 and held it in 5 quarters. The position peaked at $33K in Q1 2021. 440 funds tracked by Wall St. Rank hold SEIC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining SEI Investments position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 537 SEI Investments shares in Q2 2021, an estimated $33K.
Wealthcare Advisory Partners first reported a position in SEI Investments in Q4 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's SEI Investments position peaked at $33K in Q1 2021.
440 funds tracked by Wall St. Rank held SEI Investments as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.