YIH
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Y-Intercept (HK)’s Security National Financial SNFCA Stock Holding History

Y-Intercept (HK)’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,286
Closed -$91.7K – 1770
2024
Q2 		$91.7K Buy
+13,286
New +$84.5K 0.01% 1265

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Y-Intercept (HK)'s SNFCA Position: Q3 2024 in Review

Y-Intercept (HK) sold out of Security National Financial (SNFCA) in Q3 2024, closing a stake of 13,286 shares — an estimated $91.7K sold.

Y-Intercept (HK) first reported a position in SNFCA in Q2 2024 and held it in 1 quarter. The position peaked at $91.7K in Q2 2024. 51 funds tracked by Wall St. Rank hold SNFCA as of Q3 2024.

  • Y-Intercept (HK) reported no remaining Security National Financial position as of Q3 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 13,286 Security National Financial shares in Q3 2024, an estimated $91.7K.
  • Y-Intercept (HK) first reported a position in Security National Financial in Q2 2024 and held it in 1 quarter.
  • Y-Intercept (HK)'s Security National Financial position peaked at $91.7K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Security National Financial as of Q3 2024.

Based on Y-Intercept (HK)'s 13F filing for Q3 2024, filed 15 Nov 2024.