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

Sutton 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
-10
Closed -$691 – 1428
2022
Q4 		$691 Buy
10
+2
+25% +$133 ﹤0.01% 1426
2022
Q3 		$462 Sell
8
-5
-38% -$329 ﹤0.01% 1479
2022
Q2 		$899 Buy
13
+5
+63% +$342 ﹤0.01% 1311
2022
Q1 		$527 Sell
8
-10
-56% -$630 ﹤0.01% 1476
2021
Q4 		$1.28K Buy
+18
New +$1.2K ﹤0.01% 1268
2018
Q3 		– Sell
-381
Closed -$15.4K – 1159
2018
Q2 		$13.6K Buy
+381
New +$14.1K 0.01% 743

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Service Corp International (SCI) in Q1 2023, closing a stake of 10 shares — an estimated $691 sold.

Sutton Wealth Advisors first reported a position in SCI in Q2 2018 and held it in 6 quarters. The position peaked at $13.6K in Q2 2018. 481 funds tracked by Wall St. Rank hold SCI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Service Corp International position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 Service Corp International shares in Q1 2023, an estimated $691.
  • Sutton Wealth Advisors first reported a position in Service Corp International in Q2 2018 and held it in 6 quarters.
  • Sutton Wealth Advisors's Service Corp International position peaked at $13.6K in Q2 2018.
  • 481 funds tracked by Wall St. Rank held Service Corp International as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.