A detailed history of Thrive Wealth Management, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 41,928 shares of SEIC stock, worth $2.74 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
41,928
Previous 40,723 2.96%
Holding current value
$2.74 Million
Previous $2.93 Million 7.35%
% of portfolio
0.53%
Previous 0.61%

Shares

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

Jul 12, 2024

BUY
$64.34 - $70.99 $77,529 - $85,542
1,205 Added 2.96%
41,928 $2.71 Million
Q1 2024

Apr 15, 2024

SELL
$62.21 - $72.02 $2.43 Million - $2.82 Million
-39,125 Reduced 49.0%
40,723 $2.93 Million
Q4 2023

Jan 09, 2024

SELL
$52.9 - $64.59 $1.27 Million - $1.56 Million
-24,077 Reduced 23.17%
79,848 $5.07 Million
Q3 2023

Oct 13, 2023

BUY
$59.0 - $64.08 $307,036 - $333,472
5,204 Added 5.27%
103,925 $6.26 Million
Q2 2023

Jul 11, 2023

SELL
$56.5 - $59.62 $143,397 - $151,315
-2,538 Reduced 2.51%
98,721 $5.89 Million
Q1 2023

Apr 07, 2023

SELL
$54.8 - $64.25 $140,178 - $164,351
-2,558 Reduced 2.46%
101,259 $5.83 Million
Q4 2022

Jan 25, 2023

BUY
$47.36 - $63.16 $383,331 - $511,217
8,094 Added 8.46%
103,817 $0
Q3 2022

Oct 24, 2022

BUY
$49.05 - $58.61 $208,413 - $249,033
4,249 Added 4.65%
95,723 $4.7 Million
Q2 2022

Jul 11, 2022

BUY
$51.73 - $61.18 $64,662 - $76,475
1,250 Added 1.39%
91,474 $4.94 Million
Q1 2022

May 02, 2022

BUY
$55.39 - $63.59 $11,908 - $13,671
215 Added 0.24%
90,224 $5.43 Million
Q4 2021

Feb 14, 2022

BUY
$58.31 - $64.89 $5.25 Million - $5.84 Million
90,009 New
90,009 $5.49 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 $8.82B
  • 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 Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, 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 Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.