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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Service Corp International SCI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-48
Closed -$3.3K – 315
2023
Q1 		$3.3K Buy
+48
New +$3.31K ﹤0.01% 261

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCI Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Service Corp International (SCI) in Q2 2023, closing a stake of 48 shares — an estimated $3.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCI in Q1 2023 and held it in 1 quarter. The position peaked at $3.3K in Q1 2023. 483 funds tracked by Wall St. Rank hold SCI as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Service Corp International position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 48 Service Corp International shares in Q2 2023, an estimated $3.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Service Corp International in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Service Corp International position peaked at $3.3K in Q1 2023.
  • 483 funds tracked by Wall St. Rank held Service Corp International as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.