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Financial Partners Group (Tennessee)’s Service Corp International SCI Stock Holding History

Financial Partners Group (Tennessee)’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
-12,498
Closed -$807K – 88
2023
Q2 		$807K Buy
12,498
+277
+2% +$18.5K 0.41% 52
2023
Q1 		$841K Buy
12,221
+407
+3% +$28.1K 0.44% 47
2022
Q4 		$817K Buy
+11,814
New +$787K 0.48% 42

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Financial Partners Group (Tennessee)'s SCI Position: Q3 2023 in Review

Financial Partners Group (Tennessee) sold out of Service Corp International (SCI) in Q3 2023, closing a stake of 12,498 shares — an estimated $807K sold.

Financial Partners Group (Tennessee) first reported a position in SCI in Q4 2022 and held it in 3 quarters. The position peaked at $841K in Q1 2023. 462 funds tracked by Wall St. Rank hold SCI as of Q3 2023.

  • Financial Partners Group (Tennessee) reported no remaining Service Corp International position as of Q3 2023 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 12,498 Service Corp International shares in Q3 2023, an estimated $807K.
  • Financial Partners Group (Tennessee) first reported a position in Service Corp International in Q4 2022 and held it in 3 quarters.
  • Financial Partners Group (Tennessee)'s Service Corp International position peaked at $841K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held Service Corp International as of Q3 2023.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q3 2023, filed 13 Nov 2023.