TRUE Private Wealth Advisors’s Service Corp International SCI Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-291	Closed	-$13K	–	814
2019 Q4	$13K	Buy	+291	New	+$13.1K	﹤0.01%	560
2018 Q4	–	Sell	-2,833	Closed	-$125K	–	786
2018 Q3	$125K	Buy	+2,833	New	+$114K	0.02%	320

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

TRUE Private Wealth Advisors's SCI Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Service Corp International (SCI) in Q1 2020, closing a stake of 291 shares — an estimated $13K sold.

TRUE Private Wealth Advisors first reported a position in SCI in Q3 2018 and held it in 2 quarters. The position peaked at $125K in Q3 2018. 407 funds tracked by Wall St. Rank hold SCI as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Service Corp International position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 291 Service Corp International shares in Q1 2020, an estimated $13K.
TRUE Private Wealth Advisors first reported a position in Service Corp International in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Service Corp International position peaked at $125K in Q3 2018.
407 funds tracked by Wall St. Rank held Service Corp International as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.