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

One 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
2023 Q1	–	Sell	-563	Closed	-$38.9K	–	523
2022 Q4	$38.9K	Buy	+563	New	+$37.5K	0.01%	453
2019 Q2	–	Sell	-80	Closed	-$3K	–	411
2019 Q1	$3K	Buy	+80	New	+$3.34K	﹤0.01%	446
2018 Q4	–	Sell	-108	Closed	-$5K	–	406
2018 Q3	$5K	Buy	+108	New	+$4.36K	﹤0.01%	404

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

One Wealth Advisors's SCI Position: Q1 2023 in Review

One Wealth Advisors sold out of Service Corp International (SCI) in Q1 2023, closing a stake of 563 shares — an estimated $38.9K sold.

One Wealth Advisors first reported a position in SCI in Q3 2018 and held it in 3 quarters. The position peaked at $38.9K in Q4 2022. 481 funds tracked by Wall St. Rank hold SCI as of Q1 2023.

One Wealth Advisors reported no remaining Service Corp International position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 563 Service Corp International shares in Q1 2023, an estimated $38.9K.
One Wealth Advisors first reported a position in Service Corp International in Q3 2018 and held it in 3 quarters.
One Wealth Advisors's Service Corp International position peaked at $38.9K in Q4 2022.
481 funds tracked by Wall St. Rank held Service Corp International as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.