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

BDO 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
2023 Q2	$33.6K	Buy	520 +2	+0.4%	+$134	﹤0.01%	491
2023 Q1	$35.6K	Buy	518 +2	+0.4%	+$138	﹤0.01%	482
2022 Q4	$35.6K	Buy	516 +2	+0.4%	+$133	﹤0.01%	470
2022 Q3	$30K	Buy	514 +3	+0.6%	+$198	﹤0.01%	496
2022 Q2	$35K	Buy	511 +1	+0.2%	+$68	﹤0.01%	468
2022 Q1	$34K	Buy	510 +2	+0.4%	+$126	﹤0.01%	495
2021 Q4	$36K	Buy	508 +2	+0.4%	+$133	﹤0.01%	506
2021 Q3	$30K	Buy	506 +2	+0.4%	+$122	﹤0.01%	533
2021 Q2	$27K	Buy	504 +2	+0.4%	+$106	﹤0.01%	565
2021 Q1	$26K	Buy	502 +2	+0.4%	+$100	﹤0.01%	568
2020 Q4	$25K	Buy	+500	New	+$23.7K	﹤0.01%	433

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

BDO Wealth Advisors's SCI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Service Corp International (SCI) stake by 0.39% in Q2 2023, buying an estimated $134 and bringing the position to 520 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

BDO Wealth Advisors first reported a position in SCI in Q4 2020 and has held it in 11 quarters since. The position peaked at $36K in Q4 2021. 482 funds tracked by Wall St. Rank hold SCI as of Q2 2023.

BDO Wealth Advisors held 520 shares of Service Corp International worth $33.6K as of Q2 2023.
BDO Wealth Advisors bought 2 Service Corp International shares in Q2 2023, an estimated $134.
Service Corp International made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #491 holding.
BDO Wealth Advisors first reported a position in Service Corp International in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's Service Corp International position peaked at $36K in Q4 2021.
482 funds tracked by Wall St. Rank held Service Corp International as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.