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Walkner Condon Financial Advisors’s Service Corp International SCI Stock Holding History

Walkner Condon Financial 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
-3,342
Closed -$230K – 249
2023
Q1 		$230K Sell
3,342
-666
-17% -$46K 0.06% 210
2022
Q4 		$277K Buy
4,008
+15
+0.4% +$999 0.08% 180
2022
Q3 		$231K Buy
3,993
+17
+0.4% +$1.12K 0.07% 189
2022
Q2 		$275K Buy
3,976
+15
+0.4% +$1.03K 0.09% 184
2022
Q1 		$261K Buy
+3,961
New +$249K 0.07% 187

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

Walkner Condon Financial Advisors's SCI Position: Q2 2023 in Review

Walkner Condon Financial Advisors sold out of Service Corp International (SCI) in Q2 2023, closing a stake of 3,342 shares — an estimated $230K sold.

Walkner Condon Financial Advisors first reported a position in SCI in Q1 2022 and held it in 5 quarters. The position peaked at $277K in Q4 2022. 482 funds tracked by Wall St. Rank hold SCI as of Q2 2023.

  • Walkner Condon Financial Advisors reported no remaining Service Corp International position as of Q2 2023 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 3,342 Service Corp International shares in Q2 2023, an estimated $230K.
  • Walkner Condon Financial Advisors first reported a position in Service Corp International in Q1 2022 and held it in 5 quarters.
  • Walkner Condon Financial Advisors's Service Corp International position peaked at $277K in Q4 2022.
  • 482 funds tracked by Wall St. Rank held Service Corp International as of Q2 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.