CWC
SCS

Carolinas Wealth Consulting’s Steelcase SCS Stock Holding History

Carolinas Wealth Consulting’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
2023
Q2 		– Sell
-212
Closed -$1.78K – 1109
2023
Q1 		$1.78K Hold
212
– – ﹤0.01% 826
2022
Q4 		$1.52K Sell
212
-1,219
-85% -$9.01K ﹤0.01% 841
2022
Q3 		$9K Hold
1,431
– – ﹤0.01% 586
2022
Q2 		$15K Hold
1,431
– – ﹤0.01% 510
2022
Q1 		$17K Hold
1,431
– – ﹤0.01% 517
2021
Q4 		$17K Sell
1,431
-2
-0.1% -$24 ﹤0.01% 529
2021
Q3 		$18K Hold
1,433
– – ﹤0.01% 490
2021
Q2 		$22K Sell
1,433
-14
-1% -$202 ﹤0.01% 488
2021
Q1 		$21K Sell
1,447
-8
-0.5% -$113 0.01% 506
2020
Q4 		$20K Buy
1,455
+235
+19% +$2.88K 0.01% 480
2020
Q3 		$12K Buy
+1,220
New +$13.1K ﹤0.01% 459

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carolinas Wealth Consulting's SCS Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Steelcase (SCS) in Q2 2023, closing a stake of 212 shares — an estimated $1.78K sold.

Carolinas Wealth Consulting first reported a position in SCS in Q3 2020 and held it in 11 quarters. The position peaked at $22K in Q2 2021. 186 funds tracked by Wall St. Rank hold SCS as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Steelcase position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 212 Steelcase shares in Q2 2023, an estimated $1.78K.
  • Carolinas Wealth Consulting first reported a position in Steelcase in Q3 2020 and held it in 11 quarters.
  • Carolinas Wealth Consulting's Steelcase position peaked at $22K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Steelcase as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.