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Diversify Wealth Management’s Security National Financial SNFCA Stock Holding History

Diversify Wealth Management’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-73,677
Closed -$488K – 496
2024
Q2 		$488K Buy
+73,677
New +$469K 0.06% 279

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diversify Wealth Management's SNFCA Position: Q3 2024 in Review

Diversify Wealth Management sold out of Security National Financial (SNFCA) in Q3 2024, closing a stake of 73,677 shares — an estimated $488K sold.

Diversify Wealth Management first reported a position in SNFCA in Q2 2024 and held it in 1 quarter. The position peaked at $488K in Q2 2024. 51 funds tracked by Wall St. Rank hold SNFCA as of Q3 2024.

  • Diversify Wealth Management reported no remaining Security National Financial position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 73,677 Security National Financial shares in Q3 2024, an estimated $488K.
  • Diversify Wealth Management first reported a position in Security National Financial in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Security National Financial position peaked at $488K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Security National Financial as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.