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SEI Investments Company shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

All positions including SEI Investments Company held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SEI Investments Company by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $153k 2.2k 69.18
2024-03-31 $142k 2.0k 71.91
2023-12-31 $107k 1.7k 63.55

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Top funds holding SEI Investments Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Beutel, Goodman & Company
Bank of America Corporation
Invesco
Geode Capital Management
Dimensional Fund Advisors
Royce & Associates
Btim
Citadel Advisors
Bank of New York Mellon
First Trust Advisors

View all funds holding SEI Investments Company