Avantax Advisory Services’s Service Corp International SCI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$418K	Sell	5,132 -169	-3%	-$13.2K	﹤0.01%	1691
2025 Q1	$425K	Buy	5,301 +174	+3%	+$13.7K	﹤0.01%	1612
2024 Q4	$409K	Sell	5,127 -379	-7%	-$31K	﹤0.01%	1577
2024 Q3	$435K	Buy	5,506 +1,047	+23%	+$79.6K	﹤0.01%	1509
2024 Q2	$317K	Buy	4,459 +1,359	+44%	+$96.4K	﹤0.01%	1658
2024 Q1	$230K	Sell	3,100 -62	-2%	-$4.38K	﹤0.01%	1462
2023 Q4	$216K	Buy	+3,162	New	+$190K	﹤0.01%	1436
2021 Q1	–	Sell	-5,963	Closed	-$292K	–	1070
2020 Q4	$292K	Sell	5,963 -843	-12%	-$40K	0.01%	733
2020 Q3	$287K	Sell	6,806 -195	-3%	-$8.32K	﹤0.01%	1042
2020 Q2	$270K	Buy	7,001 +1,059	+18%	+$40.7K	0.01%	684
2020 Q1	$230K	Buy	+5,942	New	+$276K	0.01%	670

Other funds holding SCI

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Avantax Advisory Services's SCI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Service Corp International (SCI) stake by 3.2% in Q2 2025, selling an estimated $13.2K and leaving 5,132 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Avantax Advisory Services first reported a position in SCI in Q1 2020 and has held it in 11 quarters since. The position peaked at $435K in Q3 2024. 567 funds tracked by Wall St. Rank hold SCI as of Q2 2025.

Avantax Advisory Services held 5,132 shares of Service Corp International worth $418K as of Q2 2025.
Avantax Advisory Services sold 169 Service Corp International shares in Q2 2025, an estimated $13.2K.
Service Corp International made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1691 holding.
Avantax Advisory Services first reported a position in Service Corp International in Q1 2020 and has held it in 11 quarters since.
Avantax Advisory Services's Service Corp International position peaked at $435K in Q3 2024.
567 funds tracked by Wall St. Rank held Service Corp International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.