WWP
SEI

WR Wealth Planners’s Solaris Energy Infrastructure SEI Stock Holding History

WR Wealth Planners’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$518 Buy
+18
New +$358 ﹤0.01% 984

Other funds holding SEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

WR Wealth Planners's SEI Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Solaris Energy Infrastructure (SEI) in Q4 2024: 18 shares worth $518. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

179 funds tracked by Wall St. Rank hold SEI as of Q4 2024.

  • WR Wealth Planners held 18 shares of Solaris Energy Infrastructure worth $518 as of Q4 2024.
  • Solaris Energy Infrastructure was a new WR Wealth Planners position in Q4 2024.
  • Solaris Energy Infrastructure made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #984 holding.
  • 179 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.