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

Clarus 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
2019 Q3	–	Sell	-143	Closed	-$7K	–	476
2019 Q2	$7K	Buy	143 +1	+0.7%	+$43	0.01%	470
2019 Q1	$6K	Buy	142 +1	+0.7%	+$42	﹤0.01%	562
2018 Q4	$6K	Hold	141	–	–	0.01%	567
2018 Q3	$6K	Buy	141 +1	+0.7%	+$40	﹤0.01%	599
2018 Q2	$5K	Buy	+140	New	+$5.19K	﹤0.01%	625

Other funds holding SCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Clarus Wealth Advisors's SCI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Service Corp International (SCI) in Q3 2019, closing a stake of 143 shares — an estimated $7K sold.

Clarus Wealth Advisors first reported a position in SCI in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 373 funds tracked by Wall St. Rank hold SCI as of Q3 2019.

Clarus Wealth Advisors reported no remaining Service Corp International position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 143 Service Corp International shares in Q3 2019, an estimated $7K.
Clarus Wealth Advisors first reported a position in Service Corp International in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Service Corp International position peaked at $7K in Q2 2019.
373 funds tracked by Wall St. Rank held Service Corp International as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.