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Blake Schutter Theil Wealth Advisors’s Service Corp International SCI Stock Holding History

Blake Schutter Theil 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
-2,748
Closed -$217K – 153
2024
Q3 		$217K Buy
+2,748
New +$209K 0.16% 146

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Blake Schutter Theil Wealth Advisors's SCI Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of Service Corp International (SCI) in Q4 2024, closing a stake of 2,748 shares — an estimated $217K sold.

Blake Schutter Theil Wealth Advisors first reported a position in SCI in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 533 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining Service Corp International position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 2,748 Service Corp International shares in Q4 2024, an estimated $217K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Service Corp International in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's Service Corp International position peaked at $217K in Q3 2024.
  • 533 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.