Kingsview Wealth Management’s Stepan Co SCL Stock Holding History

Kingsview 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
2020 Q3	–	Sell	-2,498	Closed	-$243K	–	700
2020 Q2	$243K	Buy	+2,498	New	+$235K	0.02%	483

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kingsview Wealth Management's SCL Position: Q3 2020 in Review

Kingsview Wealth Management sold out of Stepan Co (SCL) in Q3 2020, closing a stake of 2,498 shares — an estimated $243K sold.

Kingsview Wealth Management first reported a position in SCL in Q2 2020 and held it in 1 quarter. The position peaked at $243K in Q2 2020. 207 funds tracked by Wall St. Rank hold SCL as of Q3 2020.

Kingsview Wealth Management reported no remaining Stepan Co position as of Q3 2020 after selling out during the quarter.
Kingsview Wealth Management sold 2,498 Stepan Co shares in Q3 2020, an estimated $243K.
Kingsview Wealth Management first reported a position in Stepan Co in Q2 2020 and held it in 1 quarter.
Kingsview Wealth Management's Stepan Co position peaked at $243K in Q2 2020.
207 funds tracked by Wall St. Rank held Stepan Co as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.