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

Clearview 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 Q3	–	Sell	-274	Closed	-$17.7K	–	526
2023 Q2	$17.7K	Hold	274	–	–	0.02%	290
2023 Q1	$18.8K	Hold	274	–	–	0.02%	284
2022 Q4	$18.9K	Hold	274	–	–	0.01%	259
2022 Q3	$16K	Hold	274	–	–	0.01%	283
2022 Q2	$19K	Hold	274	–	–	0.01%	286
2022 Q1	$18K	Hold	274	–	–	0.01%	314
2021 Q4	$19K	Hold	274	–	–	0.01%	340
2021 Q3	$17K	Hold	274	–	–	0.01%	361
2021 Q2	$15K	Hold	274	–	–	0.01%	369
2021 Q1	$14K	Hold	274	–	–	0.01%	374
2020 Q4	$13K	Buy	+274	New	+$13K	0.01%	346

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Clearview Wealth Advisors's SCI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Service Corp International (SCI) in Q3 2023, closing a stake of 274 shares — an estimated $17.7K sold.

Clearview Wealth Advisors first reported a position in SCI in Q4 2020 and held it in 11 quarters. The position peaked at $19K in Q2 2022. 461 funds tracked by Wall St. Rank hold SCI as of Q3 2023.

Clearview Wealth Advisors reported no remaining Service Corp International position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 274 Service Corp International shares in Q3 2023, an estimated $17.7K.
Clearview Wealth Advisors first reported a position in Service Corp International in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Service Corp International position peaked at $19K in Q2 2022.
461 funds tracked by Wall St. Rank held Service Corp International as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.