BDO Wealth Advisors’s Stepan Co SCL Stock Holding History

BDO 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 Q1	–	Sell	-12	Closed	-$1K	–	1257
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	880
2020 Q3	$1K	Buy	+12	New	+$1.31K	﹤0.01%	816

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's SCL Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Stepan Co (SCL) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in SCL in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 215 funds tracked by Wall St. Rank hold SCL as of Q1 2021.

BDO Wealth Advisors reported no remaining Stepan Co position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 12 Stepan Co shares in Q1 2021, an estimated $1K.
BDO Wealth Advisors first reported a position in Stepan Co in Q3 2020 and held it in 2 quarters.
BDO Wealth Advisors's Stepan Co position peaked at $1K in Q4 2020.
215 funds tracked by Wall St. Rank held Stepan Co as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.