GPS Wealth Strategies Group’s Stepan Co SCL Stock Holding History

GPS Wealth Strategies Group’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
2025 Q1	–	Sell	-75	Closed	-$4.85K	–	1565
2024 Q4	$4.85K	Hold	75	–	–	﹤0.01%	1099
2024 Q3	$5.79K	Hold	75	–	–	﹤0.01%	1066
2024 Q2	$6.3K	Hold	75	–	–	﹤0.01%	1018
2024 Q1	$6.75K	Hold	75	–	–	﹤0.01%	936
2023 Q4	$7.09K	Hold	75	–	–	﹤0.01%	907
2023 Q3	$5.62K	Hold	75	–	–	﹤0.01%	949
2023 Q2	$7.17K	Sell	75 -80	-52%	-$7.6K	﹤0.01%	908
2023 Q1	$16K	Buy	+155	New	+$16.3K	﹤0.01%	743
2022 Q4	–	Sell	-155	Closed	-$15K	–	908
2022 Q3	$15K	Hold	155	–	–	﹤0.01%	687
2022 Q2	$16K	Hold	155	–	–	﹤0.01%	672
2022 Q1	$15K	Hold	155	–	–	﹤0.01%	650
2021 Q4	$19K	Hold	155	–	–	﹤0.01%	604
2021 Q3	$18K	Hold	155	–	–	﹤0.01%	593
2021 Q2	$19K	Hold	155	–	–	﹤0.01%	598
2021 Q1	$19K	Buy	+155	New	+$19.2K	0.01%	562

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

WHG

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

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

GPS Wealth Strategies Group's SCL Position: Q1 2025 in Review

GPS Wealth Strategies Group sold out of Stepan Co (SCL) in Q1 2025, closing a stake of 75 shares — an estimated $4.85K sold.

GPS Wealth Strategies Group first reported a position in SCL in Q1 2021 and held it in 15 quarters. The position peaked at $19K in Q4 2021. 201 funds tracked by Wall St. Rank hold SCL as of Q1 2025.

GPS Wealth Strategies Group reported no remaining Stepan Co position as of Q1 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 75 Stepan Co shares in Q1 2025, an estimated $4.85K.
GPS Wealth Strategies Group first reported a position in Stepan Co in Q1 2021 and held it in 15 quarters.
GPS Wealth Strategies Group's Stepan Co position peaked at $19K in Q4 2021.
201 funds tracked by Wall St. Rank held Stepan Co as of Q1 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2025, filed 15 Apr 2025.