BCWM
SCS

Bartlett & Co Wealth Management’s Steelcase SCS Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-342
Closed -$4.63K – 1203
2023
Q4 		$4.63K Buy
+342
New +$4.06K ﹤0.01% 1085

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bartlett & Co Wealth Management's SCS Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Steelcase (SCS) in Q1 2024, closing a stake of 342 shares — an estimated $4.63K sold.

Bartlett & Co Wealth Management first reported a position in SCS in Q4 2023 and held it in 1 quarter. The position peaked at $4.63K in Q4 2023. 226 funds tracked by Wall St. Rank hold SCS as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Steelcase position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 342 Steelcase shares in Q1 2024, an estimated $4.63K.
  • Bartlett & Co Wealth Management first reported a position in Steelcase in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Steelcase position peaked at $4.63K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Steelcase as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.