Physician Wealth Advisors Inc. Sells 1,543 Shares of Security National Financial Co. (NASDAQ:SNFCA)

Physician Wealth Advisors Inc. lowered its holdings in shares of Security National Financial Co. (NASDAQ:SNFCA) by 4.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 30,753 shares of the credit services provider’s stock after selling 1,543 shares during the period. Physician Wealth Advisors Inc.’s holdings in Security National Financial were worth $370,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the business. Hillsdale Investment Management Inc. bought a new position in shares of Security National Financial during the fourth quarter worth about $236,000. Farther Finance Advisors LLC bought a new position in Security National Financial during the 4th quarter worth approximately $73,000. Empowered Funds LLC lifted its position in shares of Security National Financial by 4.9% in the 4th quarter. Empowered Funds LLC now owns 52,402 shares of the credit services provider’s stock worth $630,000 after purchasing an additional 2,441 shares during the period. Ritholtz Wealth Management boosted its stake in shares of Security National Financial by 58.8% in the 4th quarter. Ritholtz Wealth Management now owns 40,734 shares of the credit services provider’s stock valued at $490,000 after purchasing an additional 15,087 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in shares of Security National Financial by 1,673.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,368 shares of the credit services provider’s stock valued at $59,000 after purchasing an additional 6,009 shares during the last quarter. Institutional investors own 45.58% of the company’s stock.

Analyst Upgrades and Downgrades

Separately, StockNews.com lowered shares of Security National Financial from a “strong-buy” rating to a “buy” rating in a report on Friday, March 14th.

Security National Financial Price Performance

Shares of Security National Financial stock opened at $12.15 on Friday. The stock’s 50-day moving average is $12.67 and its 200 day moving average is $11.52. Security National Financial Co. has a one year low of $6.19 and a one year high of $13.59. The firm has a market cap of $294.94 million, a price-to-earnings ratio of 9.89 and a beta of 1.10.

Security National Financial Company Profile

Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and interest-sensitive life insurance, as well as other traditional life, accident, and health insurance products; annuity products comprising single and flexible premium deferred annuities, and immediate annuities; and diver's accident insurance policies.