Heritage Wealth Management (Arizona)’s Service Corp International SCI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$206K	Buy	2,976 +1,488	+100%	+$99.1K	0.03%	328
2022 Q3	$86K	Hold	1,488	–	–	0.03%	339
2022 Q2	$103K	Hold	1,488	–	–	0.03%	329
2022 Q1	$98K	Buy	+1,488	New	+$93.7K	0.03%	369
2021 Q3	$90K	Hold	1,488	–	–	0.03%	363
2021 Q2	$80K	Hold	1,488	–	–	0.03%	379
2021 Q1	$76K	Buy	+1,488	New	+$74.5K	0.04%	296

Other funds holding SCI

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s SCI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Service Corp International (SCI) stake by 100% in Q4 2022, buying an estimated $99.1K and bringing the position to 2,976 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #328.

Heritage Wealth Management (Arizona) first reported a position in SCI in Q1 2021 and has held it in 7 quarters since. 507 funds tracked by Wall St. Rank hold SCI as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,976 shares of Service Corp International worth $206K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,488 Service Corp International shares in Q4 2022, an estimated $99.1K.
Service Corp International made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #328 holding.
Heritage Wealth Management (Arizona) first reported a position in Service Corp International in Q1 2021 and has held it in 7 quarters since.
507 funds tracked by Wall St. Rank held Service Corp International as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.