Glassman Wealth Services’s Stepan Co SCL Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-28	Closed	-$2.65K	–	1516
2023 Q4	$2.65K	Buy	28 +12	+75%	+$958	﹤0.01%	1265
2023 Q3	$1.2K	Buy	+16	New	+$1.4K	﹤0.01%	1499
2022 Q4	–	Sell	-3	Closed	–	–	2024
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1937
2022 Q2	$0	Buy	+3	New	+$310	﹤0.01%	1956

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Glassman Wealth Services's SCL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Stepan Co (SCL) in Q1 2024, closing a stake of 28 shares — an estimated $2.65K sold.

Glassman Wealth Services first reported a position in SCL in Q2 2022 and held it in 4 quarters. The position peaked at $2.65K in Q4 2023. 200 funds tracked by Wall St. Rank hold SCL as of Q1 2024.

Glassman Wealth Services reported no remaining Stepan Co position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 28 Stepan Co shares in Q1 2024, an estimated $2.65K.
Glassman Wealth Services first reported a position in Stepan Co in Q2 2022 and held it in 4 quarters.
Glassman Wealth Services's Stepan Co position peaked at $2.65K in Q4 2023.
200 funds tracked by Wall St. Rank held Stepan Co as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.