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Kingswood Wealth Advisors’s Service Corp International SCI Stock Holding History

Kingswood 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
2024
Q1 		– Sell
-7,982
Closed -$450K – 686
2023
Q4 		$450K Buy
+7,982
New +$481K 0.05% 372

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's SCI Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Service Corp International (SCI) in Q1 2024, closing a stake of 7,982 shares — an estimated $450K sold.

Kingswood Wealth Advisors first reported a position in SCI in Q4 2023 and held it in 1 quarter. The position peaked at $450K in Q4 2023. 491 funds tracked by Wall St. Rank hold SCI as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Service Corp International position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,982 Service Corp International shares in Q1 2024, an estimated $450K.
  • Kingswood Wealth Advisors first reported a position in Service Corp International in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Service Corp International position peaked at $450K in Q4 2023.
  • 491 funds tracked by Wall St. Rank held Service Corp International as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.