AWM
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Activest Wealth Management’s Service Corp International SCI Stock Holding History

Activest Wealth Management’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-158
Closed -$10K – 393
2022
Q1 		$10K Hold
158
– – 0.01% 207
2021
Q4 		$11K Buy
158
+1
+0.6% +$66 0.01% 202
2021
Q3 		$9K Buy
+157
New +$9.55K 0.01% 243

Other funds holding SCI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Activest Wealth Management's SCI Position: Q2 2022 in Review

Activest Wealth Management sold out of Service Corp International (SCI) in Q2 2022, closing a stake of 158 shares — an estimated $10K sold.

Activest Wealth Management first reported a position in SCI in Q3 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 495 funds tracked by Wall St. Rank hold SCI as of Q2 2022.

  • Activest Wealth Management reported no remaining Service Corp International position as of Q2 2022 after selling out during the quarter.
  • Activest Wealth Management sold 158 Service Corp International shares in Q2 2022, an estimated $10K.
  • Activest Wealth Management first reported a position in Service Corp International in Q3 2021 and held it in 3 quarters.
  • Activest Wealth Management's Service Corp International position peaked at $11K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held Service Corp International as of Q2 2022.

Based on Activest Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.