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Arkadios Wealth Advisors’s Stepan Co SCL Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-288
Closed -$32K – 1558
2021
Q3 		$32K Hold
288
– – ﹤0.01% 1049
2021
Q2 		$34K Buy
+288
New +$37.7K ﹤0.01% 1074

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's SCL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Stepan Co (SCL) in Q4 2021, closing a stake of 288 shares — an estimated $32K sold.

Arkadios Wealth Advisors first reported a position in SCL in Q2 2021 and held it in 2 quarters. The position peaked at $34K in Q2 2021. 211 funds tracked by Wall St. Rank hold SCL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Stepan Co position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 288 Stepan Co shares in Q4 2021, an estimated $32K.
  • Arkadios Wealth Advisors first reported a position in Stepan Co in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Stepan Co position peaked at $34K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Stepan Co as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.