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TFO Wealth Partners’s Service Corp International SCI Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$223 – 632
2024
Q1 		$223 Hold
3
– – ﹤0.01% 466
2023
Q4 		$205 Hold
3
– – ﹤0.01% 635
2023
Q3 		$194 Hold
3
– – ﹤0.01% 816
2023
Q2 		$194 Hold
3
– – ﹤0.01% 510
2023
Q1 		$206 Buy
3
+2
+200% +$138 ﹤0.01% 471
2022
Q4 		$155 Buy
+1
New +$67 ﹤0.01% 677

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TFO Wealth Partners's SCI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Service Corp International (SCI) in Q2 2024, closing a stake of 3 shares — an estimated $223 sold.

TFO Wealth Partners first reported a position in SCI in Q4 2022 and held it in 6 quarters. The position peaked at $223 in Q1 2024. 511 funds tracked by Wall St. Rank hold SCI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Service Corp International position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Service Corp International shares in Q2 2024, an estimated $223.
  • TFO Wealth Partners first reported a position in Service Corp International in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Service Corp International position peaked at $223 in Q1 2024.
  • 511 funds tracked by Wall St. Rank held Service Corp International as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.