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WealthShield Partners’s SEI Investments SEIC Stock Holding History

WealthShield 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
-12
Closed -$1K – 1091
2021
Q1 		$1K Buy
+12
New +$703 ﹤0.01% 1122

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

WealthShield Partners's SEIC Position: Q2 2021 in Review

WealthShield Partners sold out of SEI Investments (SEIC) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

WealthShield Partners first reported a position in SEIC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 440 funds tracked by Wall St. Rank hold SEIC as of Q2 2021.

  • WealthShield Partners reported no remaining SEI Investments position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 12 SEI Investments shares in Q2 2021, an estimated $1K.
  • WealthShield Partners first reported a position in SEI Investments in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's SEI Investments position peaked at $1K in Q1 2021.
  • 440 funds tracked by Wall St. Rank held SEI Investments as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.