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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

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Baillie Gifford & Co
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Wellington Management Group
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AllianceBernstein
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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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return