IWP
SCI icon

Icon Wealth Partners’s Service Corp International SCI Stock Holding History

Icon Wealth Partners’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
-1,513
Closed -$104K – 428
2023
Q1 		$104K Buy
+1,513
New +$104K 0.01% 403
2019
Q2 		– Sell
-26,302
Closed -$1.06M – 647
2019
Q1 		$1.06M Sell
26,302
-197
-0.7% -$8.22K 0.39% 40
2018
Q4 		$1.07M Buy
26,499
+116
+0.4% +$5.04K 0.52% 40
2018
Q3 		$1.17M Sell
26,383
-198
-0.7% -$8K 0.49% 36
2018
Q2 		$951K Buy
26,581
+244
+0.9% +$9.04K 0.4% 38
2018
Q1 		$998K Hold
26,337
– – 0.53% 42
2017
Q4 		$983K Buy
+26,337
New +$943K 0.49% 49

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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Icon Wealth Partners's SCI Position: Q2 2023 in Review

Icon Wealth Partners sold out of Service Corp International (SCI) in Q2 2023, closing a stake of 1,513 shares — an estimated $104K sold.

Icon Wealth Partners first reported a position in SCI in Q4 2017 and held it in 7 quarters. The position peaked at $1.17M in Q3 2018. 482 funds tracked by Wall St. Rank hold SCI as of Q2 2023.

  • Icon Wealth Partners reported no remaining Service Corp International position as of Q2 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 1,513 Service Corp International shares in Q2 2023, an estimated $104K.
  • Icon Wealth Partners first reported a position in Service Corp International in Q4 2017 and held it in 7 quarters.
  • Icon Wealth Partners's Service Corp International position peaked at $1.17M in Q3 2018.
  • 482 funds tracked by Wall St. Rank held Service Corp International as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.