A detailed history of Icon Wealth Partners, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,677 shares of SEIC stock, worth $138,771. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,677
Holding current value
$138,771
% of portfolio
0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

BUY
$59.0 - $64.08 $98,943 - $107,462
1,677 New
1,677 $101,000
Q2 2019

Aug 13, 2019

SELL
$50.25 - $58.34 $89,193 - $103,553
-1,775 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$44.41 - $52.9 $78,827 - $93,897
1,775 New
1,775 $93,000
Q4 2018

Feb 14, 2019

SELL
$42.83 - $60.47 $73,239 - $103,403
-1,710 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$59.14 - $64.7 $709 - $776
12 Added 0.71%
1,710 $104,000
Q2 2018

Aug 13, 2018

SELL
$61.71 - $74.88 $740 - $898
-12 Reduced 0.7%
1,698 $106,000
Q1 2018

May 15, 2018

BUY
$68.82 - $77.7 $1,376 - $1,554
20 Added 1.18%
1,710 $128,000
Q4 2017

Feb 13, 2018

BUY
$61.46 - $72.07 $103,867 - $121,798
1,690
1,690 $121,000

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 $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...
More about SEIC
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