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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Stepan Co SCL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-14
Closed -$1.44K – 316
2023
Q1 		$1.44K Buy
+14
New +$1.47K ﹤0.01% 287

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCL Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Stepan Co (SCL) in Q2 2023, closing a stake of 14 shares — an estimated $1.44K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCL in Q1 2023 and held it in 1 quarter. The position peaked at $1.44K in Q1 2023. 195 funds tracked by Wall St. Rank hold SCL as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Stepan Co position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 14 Stepan Co shares in Q2 2023, an estimated $1.44K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Stepan Co in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Stepan Co position peaked at $1.44K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.