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SYSTM Wealth Solutions’s Service Corp International SCI Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-299
Closed -$21.3K – 527
2024
Q2 		$21.3K Buy
299
+1
+0.3% +$71 ﹤0.01% 364
2024
Q1 		$22.1K Buy
298
+39
+15% +$2.75K ﹤0.01% 685
2023
Q4 		$17.8K Sell
259
-4,696
-95% -$283K ﹤0.01% 740
2023
Q3 		$283K Sell
4,955
-8,397
-63% -$530K 0.04% 374
2023
Q2 		$862K Buy
+13,352
New +$892K 0.12% 230

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

SYSTM Wealth Solutions's SCI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Service Corp International (SCI) in Q3 2024, closing a stake of 299 shares — an estimated $21.3K sold.

SYSTM Wealth Solutions first reported a position in SCI in Q2 2023 and held it in 5 quarters. The position peaked at $862K in Q2 2023. 509 funds tracked by Wall St. Rank hold SCI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Service Corp International position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 299 Service Corp International shares in Q3 2024, an estimated $21.3K.
  • SYSTM Wealth Solutions first reported a position in Service Corp International in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Service Corp International position peaked at $862K in Q2 2023.
  • 509 funds tracked by Wall St. Rank held Service Corp International as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.