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

Wells Fargo’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-124
Closed -$3.86K – 7058
2024
Q2 		$3.86K Buy
+124
New +$3.78K ﹤0.01% 5918

Other funds holding SEIV

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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo's SEIV Position: Q3 2024 in Review

Wells Fargo sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q3 2024, closing a stake of 124 shares — an estimated $3.86K sold.

Wells Fargo first reported a position in SEIV in Q2 2024 and held it in 1 quarter. The position peaked at $3.86K in Q2 2024. 37 funds tracked by Wall St. Rank hold SEIV as of Q3 2024.

  • Wells Fargo reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Fargo sold 124 SEI QiM U.S. Large Cap Value Active ETF shares in Q3 2024, an estimated $3.86K.
  • Wells Fargo first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2024 and held it in 1 quarter.
  • Wells Fargo's SEI QiM U.S. Large Cap Value Active ETF position peaked at $3.86K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2024.

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