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Northwest Financial Advisors’s Service Corp International SCI Stock Holding History

Northwest Financial 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
Q4 		– Sell
-98
Closed -$7.7K – 461
2024
Q3 		$7.7K Buy
+98
New +$7.45K 0.01% 419
2024
Q1 		– Sell
-96
Closed -$6.6K – 439
2023
Q4 		$6.6K Buy
+96
New +$5.78K 0.01% 416

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Northwest Financial Advisors's SCI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Service Corp International (SCI) in Q4 2024, closing a stake of 98 shares — an estimated $7.7K sold.

Northwest Financial Advisors first reported a position in SCI in Q4 2023 and held it in 2 quarters. The position peaked at $7.7K in Q3 2024. 535 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Service Corp International position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 98 Service Corp International shares in Q4 2024, an estimated $7.7K.
  • Northwest Financial Advisors first reported a position in Service Corp International in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Service Corp International position peaked at $7.7K in Q3 2024.
  • 535 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.