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SEI Investments Company shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SEI Investments Company by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $6.7M 116k 57.55
2022-12-31 $6.8M 116k 58.30
2022-09-30 $5.7M 116k 49.05
2022-06-30 $6.3M 116k 54.02
2022-03-31 $7.0M 116k 60.21
2021-12-31 $7.1M 116k 60.94
2021-09-30 $6.9M 116k 59.30
2021-06-30 $7.2M 116k 61.97
2021-03-31 $7.1M 116k 60.93
2020-12-31 $6.7M 116k 57.47
2020-09-30 $6.2M 121k 50.72
2020-06-30 $6.7M 121k 54.98
2020-03-31 $5.6M 121k 46.34
2019-12-31 $8.2M 125k 65.83
2019-09-30 $7.5M 126k 59.26
2019-06-30 $7.1M 126k 56.10
2019-03-31 $6.6M 126k 52.25
2018-12-31 $5.9M 126k 46.53
2018-09-30 $7.7M 126k 61.10
2018-06-30 $7.9M 126k 62.52
2018-03-31 $9.4M 126k 74.91
2017-12-31 $9.1M 126k 72.16
2017-09-30 $7.7M 126k 61.06
2017-06-30 $6.8M 126k 53.78
2017-03-31 $6.3M 126k 50.44
2016-12-31 $6.2M 126k 49.64
2016-09-30 $5.7M 126k 45.61
2016-06-30 $6.1M 126k 48.11
2016-03-31 $5.4M 126k 43.05
2015-12-31 $6.6M 126k 52.66
2015-09-30 $6.1M 126k 48.23
2015-06-30 $6.2M 126k 49.03
2015-03-31 $5.5M 126k 44.09
2014-12-31 $5.1M 126k 40.28
2014-09-30 $4.5M 126k 36.16
2014-06-30 $4.1M 126k 32.77
2014-03-31 $4.2M 126k 33.61

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us Wealth Management

Top funds holding SEI Investments Company

Vanguard Group
Beutel, Goodman & Company
Bank of America Corporation
Citadel Advisors
Royce & Associates
Btim
Bank of New York Mellon
Dimensional Fund Advisors
Legal & General Group
Tandem Investment Advisors
Brown Advisory Holdings Incorporated
Natixis Asset Management Advisors
Charles Schwab Investment Management
Royal Bank of Canada
Millennium Management

View all funds holding SEI Investments Company