Wells Fargo
SEIQ icon

Wells Fargo’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Wells Fargo’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-57
Closed -$1.88K – 7057
2024
Q2 		$1.88K Buy
+57
New +$1.82K ﹤0.01% 6026

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPFG
Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Wells Fargo's SEIQ Position: Q3 2024 in Review

Wells Fargo sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q3 2024, closing a stake of 57 shares — an estimated $1.88K sold.

Wells Fargo first reported a position in SEIQ in Q2 2024 and held it in 1 quarter. The position peaked at $1.88K in Q2 2024. 29 funds tracked by Wall St. Rank hold SEIQ as of Q3 2024.

  • Wells Fargo reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Fargo sold 57 SEI QiM U.S. Large Cap Quality Active ETF shares in Q3 2024, an estimated $1.88K.
  • Wells Fargo first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q2 2024 and held it in 1 quarter.
  • Wells Fargo's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $1.88K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q3 2024.

Based on Wells Fargo's 13F filing for Q3 2024, filed 13 Nov 2024.