AWA
SCS

Arete Wealth Advisors’s Steelcase SCS Stock Holding History

Arete Wealth Advisors’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,176
Closed -$203K – 784
2024
Q3 		$203K Sell
15,176
-135
-0.9% -$1.81K 0.02% 652
2024
Q2 		$198K Sell
15,311
-311
-2% -$3.96K 0.02% 665
2024
Q1 		$204K Buy
15,622
+162
+1% +$2.08K 0.02% 374
2023
Q4 		$209K Hold
15,460
– – 0.02% 666
2023
Q3 		$173K Buy
+15,460
New +$135K 0.03% 445

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's SCS Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Steelcase (SCS) in Q4 2024, closing a stake of 15,176 shares — an estimated $203K sold.

Arete Wealth Advisors first reported a position in SCS in Q3 2023 and held it in 5 quarters. The position peaked at $209K in Q4 2023. 229 funds tracked by Wall St. Rank hold SCS as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Steelcase position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 15,176 Steelcase shares in Q4 2024, an estimated $203K.
  • Arete Wealth Advisors first reported a position in Steelcase in Q3 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's Steelcase position peaked at $209K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Steelcase as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.