Arkadios Wealth Advisors’s Service Corp International SCI Stock Holding History

Arkadios Wealth Advisors’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
2024 Q1	–	Sell	-6,168	Closed	-$422K	–	783
2023 Q4	$422K	Buy	+6,168	New	+$371K	0.04%	414
2021 Q4	–	Sell	-194	Closed	-$11K	–	1557
2021 Q3	$11K	Buy	194 +1	+0.5%	+$61	﹤0.01%	1420
2021 Q2	$10K	Buy	193 +1	+0.5%	+$53	﹤0.01%	1548
2021 Q1	$9K	Hold	192	–	–	﹤0.01%	1232
2020 Q4	$9K	Buy	+192	New	+$9.12K	﹤0.01%	999
2020 Q2	–	Sell	-221	Closed	-$8.63K	–	1118
2020 Q1	$8.63K	Buy	221 +1	+0.5%	+$47	0.01%	670
2019 Q4	$10.7K	Buy	+220	New	+$9.92K	0.01%	579

Other funds holding SCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arkadios Wealth Advisors's SCI Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of Service Corp International (SCI) in Q1 2024, closing a stake of 6,168 shares — an estimated $422K sold.

Arkadios Wealth Advisors first reported a position in SCI in Q4 2019 and held it in 7 quarters. The position peaked at $422K in Q4 2023. 493 funds tracked by Wall St. Rank hold SCI as of Q1 2024.

Arkadios Wealth Advisors reported no remaining Service Corp International position as of Q1 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 6,168 Service Corp International shares in Q1 2024, an estimated $422K.
Arkadios Wealth Advisors first reported a position in Service Corp International in Q4 2019 and held it in 7 quarters.
Arkadios Wealth Advisors's Service Corp International position peaked at $422K in Q4 2023.
493 funds tracked by Wall St. Rank held Service Corp International as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.