Avidian Wealth Enterprises’s Service Corp International SCI Stock Holding History

Avidian Wealth Enterprises’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
2023 Q2	–	Sell	-5,347	Closed	-$368K	–	479
2023 Q1	$368K	Buy	5,347 +3	+0.1%	+$207	0.02%	350
2022 Q4	$369K	Buy	5,344 +3	+0.1%	+$200	0.02%	323
2022 Q3	$308K	Buy	5,341 +1,608	+43%	+$106K	0.02%	318
2022 Q2	$258K	Buy	3,733 +2	+0.1%	+$137	0.02%	380
2022 Q1	$246K	Buy	+3,731	New	+$235K	0.02%	420

Other funds holding SCI

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Avidian Wealth Enterprises's SCI Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Service Corp International (SCI) in Q2 2023, closing a stake of 5,347 shares — an estimated $368K sold.

Avidian Wealth Enterprises first reported a position in SCI in Q1 2022 and held it in 5 quarters. The position peaked at $369K in Q4 2022. 482 funds tracked by Wall St. Rank hold SCI as of Q2 2023.

Avidian Wealth Enterprises reported no remaining Service Corp International position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,347 Service Corp International shares in Q2 2023, an estimated $368K.
Avidian Wealth Enterprises first reported a position in Service Corp International in Q1 2022 and held it in 5 quarters.
Avidian Wealth Enterprises's Service Corp International position peaked at $369K in Q4 2022.
482 funds tracked by Wall St. Rank held Service Corp International as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.