FCH
SNFCA icon

Freestone Capital Holdings’s Security National Financial SNFCA Stock Holding History

Freestone Capital Holdings’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
2023
Q2 		– Sell
-12,155
Closed -$62.1K – 408
2023
Q1 		$62.1K Buy
+12,155
New +$69.2K ﹤0.01% 352

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Freestone Capital Holdings's SNFCA Position: Q2 2023 in Review

Freestone Capital Holdings sold out of Security National Financial (SNFCA) in Q2 2023, closing a stake of 12,155 shares — an estimated $62.1K sold.

Freestone Capital Holdings first reported a position in SNFCA in Q1 2023 and held it in 1 quarter. The position peaked at $62.1K in Q1 2023. 38 funds tracked by Wall St. Rank hold SNFCA as of Q2 2023.

  • Freestone Capital Holdings reported no remaining Security National Financial position as of Q2 2023 after selling out during the quarter.
  • Freestone Capital Holdings sold 12,155 Security National Financial shares in Q2 2023, an estimated $62.1K.
  • Freestone Capital Holdings first reported a position in Security National Financial in Q1 2023 and held it in 1 quarter.
  • Freestone Capital Holdings's Security National Financial position peaked at $62.1K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Security National Financial as of Q2 2023.

Based on Freestone Capital Holdings's 13F filing for Q2 2023, filed 9 Aug 2023.