A detailed history of Portside Wealth Group, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Portside Wealth Group, LLC holds 4,078 shares of SEIC stock, worth $265,151. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,078
Previous 3,823 6.67%
Holding current value
$265,151
Previous $243 Million 20.69%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$62.21 - $72.02 $15,863 - $18,365
255 Added 6.67%
4,078 $293 Million
Q4 2023

Jan 16, 2024

BUY
$52.9 - $64.59 $14,600 - $17,826
276 Added 7.78%
3,823 $243 Million
Q3 2023

Oct 27, 2023

BUY
$59.0 - $64.08 $209,273 - $227,291
3,547 New
3,547 $212 Million
Q2 2023

Aug 01, 2023

BUY
$56.5 - $59.62 $2.82 Million - $2.97 Million
49,878 New
49,878 $2.97 Million

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 $8.77B
  • 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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