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VisionPoint Advisory Group’s Service Corp International SCI Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-3
Closed -$171 – 863
2023
Q3 		$171 Sell
3
-3
-50% -$189 ﹤0.01% 657
2023
Q2 		$388 Buy
+6
New +$401 ﹤0.01% 556

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VisionPoint Advisory Group's SCI Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Service Corp International (SCI) in Q4 2023, closing a stake of 3 shares — an estimated $171 sold.

VisionPoint Advisory Group first reported a position in SCI in Q2 2023 and held it in 2 quarters. The position peaked at $388 in Q2 2023. 472 funds tracked by Wall St. Rank hold SCI as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Service Corp International position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3 Service Corp International shares in Q4 2023, an estimated $171.
  • VisionPoint Advisory Group first reported a position in Service Corp International in Q2 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's Service Corp International position peaked at $388 in Q2 2023.
  • 472 funds tracked by Wall St. Rank held Service Corp International as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.