Global Wealth Management Investment Advisory’s Service Corp International SCI Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-3,577	Closed	-$139K	–	596
2020 Q2	$139K	Hold	3,577	–	–	0.06%	127
2020 Q1	$140K	Hold	3,577	–	–	0.07%	113
2019 Q4	$165K	Hold	3,577	–	–	0.07%	113
2019 Q3	$171K	Hold	3,577	–	–	0.08%	109
2019 Q2	$167K	Buy	+3,577	New	+$154K	0.08%	106

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Global Wealth Management Investment Advisory's SCI Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Service Corp International (SCI) in Q3 2020, closing a stake of 3,577 shares — an estimated $139K sold.

Global Wealth Management Investment Advisory first reported a position in SCI in Q2 2019 and held it in 5 quarters. The position peaked at $171K in Q3 2019. 409 funds tracked by Wall St. Rank hold SCI as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Service Corp International position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 3,577 Service Corp International shares in Q3 2020, an estimated $139K.
Global Wealth Management Investment Advisory first reported a position in Service Corp International in Q2 2019 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Service Corp International position peaked at $171K in Q3 2019.
409 funds tracked by Wall St. Rank held Service Corp International as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.