Authentikos Wealth Advisory’s Stepan Co SCL Stock Holding History

Authentikos Wealth Advisory’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
2023 Q4	–	Sell	-13	Closed	-$975	–	492
2023 Q3	$975	Buy	+13	New	+$1.14K	﹤0.01%	518

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

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

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

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

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

WHG

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

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

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

Authentikos Wealth Advisory's SCL Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 13 shares — an estimated $975 sold.

Authentikos Wealth Advisory first reported a position in SCL in Q3 2023 and held it in 1 quarter. The position peaked at $975 in Q3 2023. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 13 Stepan Co shares in Q4 2023, an estimated $975.
Authentikos Wealth Advisory first reported a position in Stepan Co in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's Stepan Co position peaked at $975 in Q3 2023.
195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.