Focused Wealth Management’s Stepan Co SCL Stock Holding History

Focused Wealth Management’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	-480	Closed	-$57K	–	993
2020 Q4	$57K	Buy	+480	New	+$56.5K	0.01%	345

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

Focused Wealth Management's SCL Position: Q1 2021 in Review

Focused Wealth Management sold out of Stepan Co (SCL) in Q1 2021, closing a stake of 480 shares — an estimated $57K sold.

Focused Wealth Management first reported a position in SCL in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 215 funds tracked by Wall St. Rank hold SCL as of Q1 2021.

Focused Wealth Management reported no remaining Stepan Co position as of Q1 2021 after selling out during the quarter.
Focused Wealth Management sold 480 Stepan Co shares in Q1 2021, an estimated $57K.
Focused Wealth Management first reported a position in Stepan Co in Q4 2020 and held it in 1 quarter.
Focused Wealth Management's Stepan Co position peaked at $57K in Q4 2020.
215 funds tracked by Wall St. Rank held Stepan Co as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.