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Avior Wealth Management’s Service Corp International SCI Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-389
Closed -$31.1K – 2030
2024
Q4 		$31.1K Sell
389
-218
-36% -$17.8K ﹤0.01% 1302
2024
Q3 		$47.9K Sell
607
-81
-12% -$6.16K ﹤0.01% 1129
2024
Q2 		$49K Buy
688
+228
+50% +$16.2K ﹤0.01% 1093
2024
Q1 		$34.1K Buy
+460
New +$32.5K ﹤0.01% 1378
2023
Q3 		– Sell
-67
Closed -$4.33K – 1663
2023
Q2 		$4.33K Hold
67
– – ﹤0.01% 1211
2023
Q1 		$4.61K Buy
+67
New +$4.63K ﹤0.01% 1220

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's SCI Position: Q1 2025 in Review

Avior Wealth Management sold out of Service Corp International (SCI) in Q1 2025, closing a stake of 389 shares — an estimated $31.1K sold.

Avior Wealth Management first reported a position in SCI in Q1 2023 and held it in 6 quarters. The position peaked at $49K in Q2 2024. 548 funds tracked by Wall St. Rank hold SCI as of Q1 2025.

  • Avior Wealth Management reported no remaining Service Corp International position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 389 Service Corp International shares in Q1 2025, an estimated $31.1K.
  • Avior Wealth Management first reported a position in Service Corp International in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Service Corp International position peaked at $49K in Q2 2024.
  • 548 funds tracked by Wall St. Rank held Service Corp International as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.