PWLP
SCI icon

Prio Wealth Limited Partnership’s Service Corp International SCI Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$216K Buy
+2,742
New +$208K 0.01% 257
2024
Q2 		– Sell
-2,742
Closed -$203K – 270
2024
Q1 		$203K Buy
+2,742
New +$193K 0.01% 263

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prio Wealth Limited Partnership's SCI Position: Q3 2024 in Review

Prio Wealth Limited Partnership opened a new position in Service Corp International (SCI) in Q3 2024: 2,742 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Prio Wealth Limited Partnership previously reported a position in SCI as recently as Q1 2024.

Prio Wealth Limited Partnership first reported a position in SCI in Q1 2024 and has held it in 2 quarters since. 509 funds tracked by Wall St. Rank hold SCI as of Q3 2024.

  • Prio Wealth Limited Partnership held 2,742 shares of Service Corp International worth $216K as of Q3 2024.
  • Service Corp International was a new Prio Wealth Limited Partnership position in Q3 2024.
  • Service Corp International made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #257 holding.
  • Prio Wealth Limited Partnership first reported a position in Service Corp International in Q1 2024 and has held it in 2 quarters since.
  • 509 funds tracked by Wall St. Rank held Service Corp International as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.