AJOVista’s Security National Financial SNFCA Stock Holding History

AJOVista’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 Q1	–	Sell	-6,441	Closed	-$50.1K	–	365
2023 Q4	$50.1K	Buy	+6,441	New	+$44.3K	0.06%	297

Other funds holding SNFCA

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AJOVista's SNFCA Position: Q1 2024 in Review

AJOVista sold out of Security National Financial (SNFCA) in Q1 2024, closing a stake of 6,441 shares — an estimated $50.1K sold.

AJOVista first reported a position in SNFCA in Q4 2023 and held it in 1 quarter. The position peaked at $50.1K in Q4 2023. 55 funds tracked by Wall St. Rank hold SNFCA as of Q1 2024.

AJOVista reported no remaining Security National Financial position as of Q1 2024 after selling out during the quarter.
AJOVista sold 6,441 Security National Financial shares in Q1 2024, an estimated $50.1K.
AJOVista first reported a position in Security National Financial in Q4 2023 and held it in 1 quarter.
AJOVista's Security National Financial position peaked at $50.1K in Q4 2023.
55 funds tracked by Wall St. Rank held Security National Financial as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.