Artemis Wealth Advisors, LLC Sei Investments CO Transaction History

Artemis Wealth Advisors, LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	BUY	$59.0 - $64.08 $649 - $704	11 Added 1.69%	660 $39,000
Q2 2023 Jul 13, 2023	BUY	$56.5 - $59.62 $2,599 - $2,742	46 Added 7.63%	649 $38,000
Q1 2023 Aug 21, 2023	SELL	$54.8 - $64.25 $438 - $514	-8 Reduced 1.31%	603 $34,000
Q1 2023 Apr 28, 2023	SELL	$54.8 - $64.25 $438 - $514	-8 Reduced 1.31%	603 $35,000
Q3 2022 Aug 21, 2023	SELL	$49.05 - $58.61 $1,863 - $2,227	-38 Reduced 5.86%	611 $29,000
Q2 2022 Aug 21, 2023	SELL	$51.73 - $61.18 $3,052 - $3,609	-59 Reduced 8.81%	611 $33,000
Q2 2022 Aug 02, 2022	SELL	$51.73 - $61.18 $3,052 - $3,609	-59 Reduced 8.81%	611 $33,000
Q1 2022 Aug 21, 2023	BUY	$55.39 - $63.59 $1,163 - $1,335	21 Added 3.24%	670 $40,000
Q1 2022 Apr 22, 2022	BUY	$55.39 - $63.59 $37,111 - $42,605	670 New	670 $40,000
Q4 2021 Sep 11, 2023	BUY	$58.31 - $64.89 $641 - $713	11 Added 1.83%	612 $37,000
Q4 2021 Feb 17, 2023	BUY	$58.31 - $64.89 $641 - $713	11 Added 1.83%	612 $37,000
Q3 2021 Sep 11, 2023	BUY	$57.81 - $63.15 $13,700 - $14,966	237 Added 65.11%	601 $35,000
Q3 2021 Feb 17, 2023	BUY	$57.81 - $63.15 $13,700 - $14,966	237 Added 65.11%	601 $36,000
Q2 2021 Sep 11, 2023	SELL	$56.08 - $64.45 $504 - $580	-9 Reduced 2.41%	364 $22,000
Q2 2021 Feb 17, 2023	SELL	$56.08 - $64.45 $504 - $580	-9 Reduced 2.41%	364 $23,000
Q1 2021 Sep 11, 2023	SELL	$52.85 - $61.81 $14,586 - $17,059	-276 Reduced 42.53%	373 $22,000
Q1 2021 Feb 17, 2023	SELL	$52.85 - $61.81 $12,578 - $14,710	-238 Reduced 38.95%	373 $23,000

571

95.7M

67.4K

9.5K

Ticker SEIC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 134,828,000
Market Cap $11.2B
Description
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its...

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