Advisornet Financial’s Stepan Co SCL Stock Holding History

Advisornet Financial’s Portfolio SCL Stock Details SCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6	Closed	-$567	–	2445
2023 Q4	$567	Buy	6 +4	+200%	+$319	﹤0.01%	2065
2023 Q3	$150	Sell	2 -4	-67%	-$350	﹤0.01%	2178
2023 Q2	$573	Buy	6 +3	+100%	+$285	﹤0.01%	2027
2023 Q1	$309	Sell	3 -3	-50%	-$315	﹤0.01%	2176
2022 Q4	$639	Buy	+6	New	+$629	﹤0.01%	1977
2020 Q3	–	Sell	-665	Closed	-$65K	–	1849
2020 Q2	$65K	Buy	665 +158	+31%	+$14.9K	0.01%	786
2020 Q1	$45K	Buy	+507	New	+$48.4K	﹤0.01%	827

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's SCL Position: Q1 2024 in Review

Advisornet Financial sold out of Stepan Co (SCL) in Q1 2024, closing a stake of 6 shares — an estimated $567 sold.

Advisornet Financial first reported a position in SCL in Q1 2020 and held it in 7 quarters. The position peaked at $65K in Q2 2020. 200 funds tracked by Wall St. Rank hold SCL as of Q1 2024.

Advisornet Financial reported no remaining Stepan Co position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 6 Stepan Co shares in Q1 2024, an estimated $567.
Advisornet Financial first reported a position in Stepan Co in Q1 2020 and held it in 7 quarters.
Advisornet Financial's Stepan Co position peaked at $65K in Q2 2020.
200 funds tracked by Wall St. Rank held Stepan Co as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.