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Ten Capital Wealth Advisors’s Service Corp International SCI Stock Holding History

Ten Capital 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
Q2 		– Sell
-232
Closed -$16K – 456
2023
Q1 		$16K Buy
232
+221
+2,009% +$15.3K 0.01% 322
2022
Q4 		$761 Sell
11
-54
-83% -$3.6K ﹤0.01% 502
2022
Q3 		$4K Buy
+65
New +$4.28K ﹤0.01% 439

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ten Capital Wealth Advisors's SCI Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Service Corp International (SCI) in Q2 2023, closing a stake of 232 shares — an estimated $16K sold.

Ten Capital Wealth Advisors first reported a position in SCI in Q3 2022 and held it in 3 quarters. The position peaked at $16K in Q1 2023. 483 funds tracked by Wall St. Rank hold SCI as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Service Corp International position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 232 Service Corp International shares in Q2 2023, an estimated $16K.
  • Ten Capital Wealth Advisors first reported a position in Service Corp International in Q3 2022 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Service Corp International position peaked at $16K in Q1 2023.
  • 483 funds tracked by Wall St. Rank held Service Corp International as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.