AWM
SCL icon

Avior Wealth Management’s Stepan Co SCL Stock Holding History

Avior Wealth Management’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
-23
Closed -$1.54K – 2031
2024
Q4 		$1.54K Buy
23
+17
+283% +$1.26K ﹤0.01% 2157
2024
Q3 		$463 Hold
6
– – ﹤0.01% 2177
2024
Q2 		$503 Sell
6
-82
-93% -$7K ﹤0.01% 2120
2024
Q1 		$7.92K Buy
+88
New +$7.89K ﹤0.01% 1942

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's SCL Position: Q1 2025 in Review

Avior Wealth Management sold out of Stepan Co (SCL) in Q1 2025, closing a stake of 23 shares — an estimated $1.54K sold.

Avior Wealth Management first reported a position in SCL in Q1 2024 and held it in 4 quarters. The position peaked at $7.92K in Q1 2024. 201 funds tracked by Wall St. Rank hold SCL as of Q1 2025.

  • Avior Wealth Management reported no remaining Stepan Co position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 Stepan Co shares in Q1 2025, an estimated $1.54K.
  • Avior Wealth Management first reported a position in Stepan Co in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Stepan Co position peaked at $7.92K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Stepan Co as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.