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

Principle 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
2020
Q3 		– Sell
-1,325
Closed -$52K – 377
2020
Q2 		$52K Buy
+1,325
New +$50.9K 0.02% 270

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SP
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

Principle Wealth Partners's SCI Position: Q3 2020 in Review

Principle Wealth Partners sold out of Service Corp International (SCI) in Q3 2020, closing a stake of 1,325 shares — an estimated $52K sold.

Principle Wealth Partners first reported a position in SCI in Q2 2020 and held it in 1 quarter. The position peaked at $52K in Q2 2020. 409 funds tracked by Wall St. Rank hold SCI as of Q3 2020.

  • Principle Wealth Partners reported no remaining Service Corp International position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,325 Service Corp International shares in Q3 2020, an estimated $52K.
  • Principle Wealth Partners first reported a position in Service Corp International in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Service Corp International position peaked at $52K in Q2 2020.
  • 409 funds tracked by Wall St. Rank held Service Corp International as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.