B. Riley Wealth Advisors’s Service Corp International SCI Stock Holding History

B. Riley 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 Q4	–	Sell	-2,852	Closed	-$223K	–	1270
2024 Q3	$223K	Buy	2,852 +3	+0.1%	+$228	0.01%	1092
2024 Q2	$203K	Buy	+2,849	New	+$202K	0.01%	1232
2022 Q2	–	Sell	-3,060	Closed	-$202K	–	1369
2022 Q1	$202K	Buy	+3,060	New	+$193K	0.01%	1215
2020 Q4	–	Sell	-4,950	Closed	-$209K	–	1087
2020 Q3	$209K	Buy	+4,950	New	+$211K	0.01%	828
2015 Q1	–	Sell	-300	Closed	-$7	–	1734
2014 Q4	$7	Buy	+300	New	+$6.58K	﹤0.01%	3034

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

B. Riley Wealth Advisors's SCI Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Service Corp International (SCI) in Q4 2024, closing a stake of 2,852 shares — an estimated $223K sold.

B. Riley Wealth Advisors first reported a position in SCI in Q4 2014 and held it in 5 quarters. The position peaked at $223K in Q3 2024. 533 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Service Corp International position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,852 Service Corp International shares in Q4 2024, an estimated $223K.
B. Riley Wealth Advisors first reported a position in Service Corp International in Q4 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's Service Corp International position peaked at $223K in Q3 2024.
533 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.