Independent Solutions Wealth Management’s Service Corp International SCI Stock Holding History

Independent Solutions Wealth Management’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 Q3	–	Sell	-4,338	Closed	-$300K	–	224
2022 Q2	$300K	Sell	4,338 -467	-10%	-$31.9K	0.09%	163
2022 Q1	$316K	Sell	4,805 -84	-2%	-$5.29K	0.07%	168
2021 Q4	$347K	Hold	4,889	–	–	0.08%	169
2021 Q3	$295K	Buy	4,889 +379	+8%	+$23.1K	0.07%	179
2021 Q2	$242K	Sell	4,510 -733	-14%	-$38.9K	0.06%	192
2021 Q1	$268K	Sell	5,243 -97	-2%	-$4.86K	0.07%	160
2020 Q4	$262K	Buy	+5,340	New	+$254K	0.08%	158

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

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

ACM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Independent Solutions Wealth Management's SCI Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Service Corp International (SCI) in Q3 2022, closing a stake of 4,338 shares — an estimated $300K sold.

Independent Solutions Wealth Management first reported a position in SCI in Q4 2020 and held it in 7 quarters. The position peaked at $347K in Q4 2021. 468 funds tracked by Wall St. Rank hold SCI as of Q3 2022.

Independent Solutions Wealth Management reported no remaining Service Corp International position as of Q3 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 4,338 Service Corp International shares in Q3 2022, an estimated $300K.
Independent Solutions Wealth Management first reported a position in Service Corp International in Q4 2020 and held it in 7 quarters.
Independent Solutions Wealth Management's Service Corp International position peaked at $347K in Q4 2021.
468 funds tracked by Wall St. Rank held Service Corp International as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.