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Realta Investment Advisors’s Service Corp International SCI Stock Holding History

Realta Investment 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
2022
Q2 		– Sell
-3,611
Closed -$238K – 434
2022
Q1 		$238K Sell
3,611
-100
-3% -$6.3K 0.05% 347
2021
Q4 		$263K Sell
3,711
-874
-19% -$58.1K 0.06% 343
2021
Q3 		$276K Sell
4,585
-1,200
-21% -$73K 0.07% 315
2021
Q2 		$310K Hold
5,785
– – 0.07% 281
2021
Q1 		$295K Sell
5,785
-336
-5% -$16.8K 0.08% 279
2020
Q4 		$301K Sell
6,121
-300
-5% -$14.2K 0.09% 248
2020
Q3 		$271K Sell
6,421
-87
-1% -$3.71K 0.09% 239
2020
Q2 		$253K Sell
6,508
-1,380
-17% -$53K 0.08% 274
2020
Q1 		$309K Sell
7,888
-1,063
-12% -$49.4K 0.13% 202
2019
Q4 		$396K Sell
8,951
-1,215
-12% -$54.8K 0.11% 219
2019
Q3 		$486K Sell
10,166
-1,484
-13% -$69.7K 0.13% 179
2019
Q2 		$547K Buy
11,650
+335
+3% +$14.5K 0.15% 159
2019
Q1 		$454K Buy
+11,315
New +$472K 0.21% 144

Other funds holding SCI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Realta Investment Advisors's SCI Position: Q2 2022 in Review

Realta Investment Advisors sold out of Service Corp International (SCI) in Q2 2022, closing a stake of 3,611 shares — an estimated $238K sold.

Realta Investment Advisors first reported a position in SCI in Q1 2019 and held it in 13 quarters. The position peaked at $547K in Q2 2019. 495 funds tracked by Wall St. Rank hold SCI as of Q2 2022.

  • Realta Investment Advisors reported no remaining Service Corp International position as of Q2 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 3,611 Service Corp International shares in Q2 2022, an estimated $238K.
  • Realta Investment Advisors first reported a position in Service Corp International in Q1 2019 and held it in 13 quarters.
  • Realta Investment Advisors's Service Corp International position peaked at $547K in Q2 2019.
  • 495 funds tracked by Wall St. Rank held Service Corp International as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.