Global Retirement Partners’s Scansource SCSC Stock Holding History

Global Retirement Partners’s Portfolio SCSC Stock Details SCSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-18	Closed	-$1K	–	2939
2022 Q2	$1K	Buy	+18	New	+$631	﹤0.01%	2549

Other funds holding SCSC

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Retirement Partners's SCSC Position: Q3 2022 in Review

Global Retirement Partners sold out of Scansource (SCSC) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in SCSC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 153 funds tracked by Wall St. Rank hold SCSC as of Q3 2022.

Global Retirement Partners reported no remaining Scansource position as of Q3 2022 after selling out during the quarter.
Global Retirement Partners sold 18 Scansource shares in Q3 2022, an estimated $1K.
Global Retirement Partners first reported a position in Scansource in Q2 2022 and held it in 1 quarter.
Global Retirement Partners's Scansource position peaked at $1K in Q2 2022.
153 funds tracked by Wall St. Rank held Scansource as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.