Wilbanks Smith & Thomas Asset Management’s SEI Investments SEIC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	$437K	Buy	6,079 +13	+0.2%	+$864	0.01%	367
2023 Q4	$385K	Hold	6,066	–	–	0.01%	380
2023 Q3	$365K	Sell	6,066 -11	-0.2%	-$676	0.01%	368
2023 Q2	$362K	Sell	6,077 -14	-0.2%	-$814	0.01%	379
2023 Q1	$351K	Hold	6,091	–	–	0.01%	374
2022 Q4	$355K	Hold	6,091	–	–	0.01%	366
2022 Q3	$299K	Sell	6,091 -188	-3%	-$10.3K	0.01%	363
2022 Q2	$339K	Buy	6,279 +10	+0.2%	+$563	0.01%	359
2022 Q1	$356K	Buy	+6,269	New	+$373K	0.01%	363
2018 Q4	–	Sell	-980	Closed	-$60K	–	1139
2018 Q3	$60K	Buy	+980	New	+$60.8K	﹤0.01%	642

Other funds holding SEIC

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SEIC Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its SEI Investments (SEIC) stake by 0.21% in Q1 2024, buying an estimated $864 and bringing the position to 6,079 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #367.

Wilbanks Smith & Thomas Asset Management first reported a position in SEIC in Q3 2018 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 6,079 shares of SEI Investments worth $437K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 13 SEI Investments shares in Q1 2024, an estimated $864.
SEI Investments made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #367 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in SEI Investments in Q3 2018 and has held it in 10 quarters since.
476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.