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SEI Investments Company shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

All positions including SEI Investments Company held by Modera 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 91k 71.90
2023-12-31 $5.8M 92k 63.55
2023-09-30 $6.4M 106k 60.23
2023-06-30 $6.8M 115k 59.62
2021-12-31 $202k 3.3k 61.08