Concord Wealth Partners’s Stepan Co SCL Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-9	Closed	-$958	–	1186
2022 Q4	$958	Buy	+9	New	+$943	﹤0.01%	1068

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

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Concord Wealth Partners's SCL Position: Q1 2023 in Review

Concord Wealth Partners sold out of Stepan Co (SCL) in Q1 2023, closing a stake of 9 shares — an estimated $958 sold.

Concord Wealth Partners first reported a position in SCL in Q4 2022 and held it in 1 quarter. The position peaked at $958 in Q4 2022. 206 funds tracked by Wall St. Rank hold SCL as of Q1 2023.

Concord Wealth Partners reported no remaining Stepan Co position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 9 Stepan Co shares in Q1 2023, an estimated $958.
Concord Wealth Partners first reported a position in Stepan Co in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's Stepan Co position peaked at $958 in Q4 2022.
206 funds tracked by Wall St. Rank held Stepan Co as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.