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Wipfli Financial Advisors’s SEI Investments SEIC Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$40K Buy
+808
New +$44.1K ﹤0.01% 1216

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wipfli Financial Advisors's SEIC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SEI Investments (SEIC) in Q3 2022: 808 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings.

432 funds tracked by Wall St. Rank hold SEIC as of Q3 2022.

  • Wipfli Financial Advisors held 808 shares of SEI Investments worth $40K as of Q3 2022.
  • SEI Investments was a new Wipfli Financial Advisors position in Q3 2022.
  • SEI Investments made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1216 holding.
  • 432 funds tracked by Wall St. Rank held SEI Investments as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.