Asset Planning Inc’s Stepan Co SCL Stock Holding History

Asset Planning Inc’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
2025 Q1	–	Sell	-160	Closed	-$10.4K	–	323
2024 Q4	$10.4K	Buy	+160	New	+$11.8K	0.01%	243

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

WHG

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Asset Planning Inc's SCL Position: Q1 2025 in Review

Asset Planning Inc sold out of Stepan Co (SCL) in Q1 2025, closing a stake of 160 shares — an estimated $10.4K sold.

Asset Planning Inc first reported a position in SCL in Q4 2024 and held it in 1 quarter. The position peaked at $10.4K in Q4 2024. 201 funds tracked by Wall St. Rank hold SCL as of Q1 2025.

Asset Planning Inc reported no remaining Stepan Co position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 160 Stepan Co shares in Q1 2025, an estimated $10.4K.
Asset Planning Inc first reported a position in Stepan Co in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's Stepan Co position peaked at $10.4K in Q4 2024.
201 funds tracked by Wall St. Rank held Stepan Co as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.