HWA
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HHM Wealth Advisors’s Service Corp International SCI Stock Holding History

HHM Wealth Advisors’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
2025
Q1 		– Sell
-6
Closed -$479 – 1030
2024
Q4 		$479 Buy
+6
New +$491 ﹤0.01% 922
2020
Q4 		– Sell
-100
Closed -$4K – 565
2020
Q3 		$4K Hold
100
– – ﹤0.01% 445
2020
Q2 		$4K Hold
100
– – ﹤0.01% 428
2020
Q1 		$4K Buy
+100
New +$4.65K ﹤0.01% 407

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's SCI Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Service Corp International (SCI) in Q1 2025, closing a stake of 6 shares — an estimated $479 sold.

HHM Wealth Advisors first reported a position in SCI in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2020. 548 funds tracked by Wall St. Rank hold SCI as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Service Corp International position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 6 Service Corp International shares in Q1 2025, an estimated $479.
  • HHM Wealth Advisors first reported a position in Service Corp International in Q1 2020 and held it in 4 quarters.
  • HHM Wealth Advisors's Service Corp International position peaked at $4K in Q3 2020.
  • 548 funds tracked by Wall St. Rank held Service Corp International as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.