Financial Gravity Asset Management’s Steelcase SCS Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-30	Closed	-$404	–	2263
2024 Q1	$404	Sell	30 -1,926	-98%	-$24.7K	﹤0.01%	1424
2023 Q4	$20.5K	Hold	1,956	–	–	﹤0.01%	688
2023 Q3	$20.5K	Buy	1,956 +1,948	+24,350%	+$17K	﹤0.01%	549
2023 Q2	$291	Buy	+8	New	+$60	﹤0.01%	1073
2023 Q1	–	Sell	-7	Closed	-$480	–	1574
2022 Q4	$480	Buy	+7	New	+$52	﹤0.01%	811
2022 Q2	–	Sell	-12	Closed	-$2	–	832
2022 Q1	$2	Hold	12	–	–	﹤0.01%	871
2021 Q4	$5	Buy	+12	New	+$145	﹤0.01%	903
2021 Q3	–	Hold	0	–	–	–	863
2021 Q2	–	Sell	-7	Closed	-$101	–	861
2021 Q1	$102	Buy	+7	New	+$99	﹤0.01%	512
2018 Q3	$0	Buy	+21	New	+$308	﹤0.01%	1586

Other funds holding SCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Financial Gravity Asset Management's SCS Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Steelcase (SCS) in Q2 2024, closing a stake of 30 shares — an estimated $404 sold.

Financial Gravity Asset Management first reported a position in SCS in Q3 2018 and held it in 9 quarters. The position peaked at $20.5K in Q4 2023. 218 funds tracked by Wall St. Rank hold SCS as of Q2 2024.

Financial Gravity Asset Management reported no remaining Steelcase position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 30 Steelcase shares in Q2 2024, an estimated $404.
Financial Gravity Asset Management first reported a position in Steelcase in Q3 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Steelcase position peaked at $20.5K in Q4 2023.
218 funds tracked by Wall St. Rank held Steelcase as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.