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IHT Wealth Management’s Stepan Co SCL Stock Holding History

IHT 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
2024
Q4 		– Sell
-2,830
Closed -$219K – 1187
2024
Q3 		$219K Hold
2,830
– – 0.01% 1058
2024
Q2 		$238K Hold
2,830
– – 0.01% 881
2024
Q1 		$255K Hold
2,830
– – 0.01% 854
2023
Q4 		$268K Hold
2,830
– – 0.01% 810
2023
Q3 		$212K Hold
2,830
– – 0.01% 861
2023
Q2 		$270K Sell
2,830
-116
-4% -$11K 0.01% 762
2023
Q1 		$304K Sell
2,946
-101
-3% -$10.6K 0.02% 701
2022
Q4 		$324K Buy
+3,047
New +$319K 0.02% 625

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's SCL Position: Q4 2024 in Review

IHT Wealth Management sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 2,830 shares — an estimated $219K sold.

IHT Wealth Management first reported a position in SCL in Q4 2022 and held it in 8 quarters. The position peaked at $324K in Q4 2022. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

  • IHT Wealth Management reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 2,830 Stepan Co shares in Q4 2024, an estimated $219K.
  • IHT Wealth Management first reported a position in Stepan Co in Q4 2022 and held it in 8 quarters.
  • IHT Wealth Management's Stepan Co position peaked at $324K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.