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Acuitas Investments’s Security National Financial SNFCA Stock Holding History

Acuitas Investments’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,581
Closed -$161K – 131
2024
Q1 		$161K Buy
+23,581
New +$166K 0.08% 114
2023
Q2 		– Sell
-23,581
Closed -$121K – 114
2023
Q1 		$121K Buy
+23,581
New +$134K 0.12% 40

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Acuitas Investments's SNFCA Position: Q2 2024 in Review

Acuitas Investments sold out of Security National Financial (SNFCA) in Q2 2024, closing a stake of 23,581 shares — an estimated $161K sold.

Acuitas Investments first reported a position in SNFCA in Q1 2023 and held it in 2 quarters. The position peaked at $161K in Q1 2024. 57 funds tracked by Wall St. Rank hold SNFCA as of Q2 2024.

  • Acuitas Investments reported no remaining Security National Financial position as of Q2 2024 after selling out during the quarter.
  • Acuitas Investments sold 23,581 Security National Financial shares in Q2 2024, an estimated $161K.
  • Acuitas Investments first reported a position in Security National Financial in Q1 2023 and held it in 2 quarters.
  • Acuitas Investments's Security National Financial position peaked at $161K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Security National Financial as of Q2 2024.

Based on Acuitas Investments's 13F filing for Q2 2024, filed 5 Aug 2024.