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Turtle Creek Wealth Advisors’s Service Corp International SCI Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-33
Closed -$2.26K – 704
2023
Q4 		$2.26K Buy
+33
New +$1.99K ﹤0.01% 767

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Turtle Creek Wealth Advisors's SCI Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Service Corp International (SCI) in Q1 2024, closing a stake of 33 shares — an estimated $2.26K sold.

Turtle Creek Wealth Advisors first reported a position in SCI in Q4 2023 and held it in 1 quarter. The position peaked at $2.26K in Q4 2023. 493 funds tracked by Wall St. Rank hold SCI as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Service Corp International position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 33 Service Corp International shares in Q1 2024, an estimated $2.26K.
  • Turtle Creek Wealth Advisors first reported a position in Service Corp International in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Service Corp International position peaked at $2.26K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Service Corp International as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.