A detailed history of Beaumont Financial Advisors, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 6,407 shares of SEIC stock, worth $513,649. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,407
Previous 6,407 -0.0%
Holding current value
$513,649
Previous $414,000 7.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$64.34 - $70.99 $4,889 - $5,395
-76 Reduced 1.17%
6,407 $414,000
Q4 2023

Jan 31, 2024

SELL
$52.9 - $64.59 $8,464 - $10,334
-160 Reduced 2.41%
6,483 $411,000
Q4 2022

Jan 25, 2023

BUY
$47.36 - $63.16 $314,612 - $419,571
6,643 New
6,643 $0

Others Institutions Holding SEIC

About SEI INVESTMENTS CO


  • Ticker SEIC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 134,828,000
  • Market Cap $10.8B
  • 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...
More about SEIC
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.