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West Tower Group’s SEI Investments SEIC Stock Holding History

West Tower Group’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
2024
Q1 		– Sell
-303
Closed -$19.3K – 441
2023
Q4 		$19.3K Buy
303
+114
+60% +$6.65K 0.04% 290
2023
Q3 		$11.4K Buy
189
+92
+95% +$5.66K 0.01% 384
2023
Q2 		$5.78K Buy
+97
New +$5.64K ﹤0.01% 499

Other funds holding SEIC

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

West Tower Group's SEIC Position: Q1 2024 in Review

West Tower Group sold out of SEI Investments (SEIC) in Q1 2024, closing a stake of 303 shares — an estimated $19.3K sold.

West Tower Group first reported a position in SEIC in Q2 2023 and held it in 3 quarters. The position peaked at $19.3K in Q4 2023. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

  • West Tower Group reported no remaining SEI Investments position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 303 SEI Investments shares in Q1 2024, an estimated $19.3K.
  • West Tower Group first reported a position in SEI Investments in Q2 2023 and held it in 3 quarters.
  • West Tower Group's SEI Investments position peaked at $19.3K in Q4 2023.
  • 476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.