One Wealth Advisors’s Stepan Co SCL Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-686	Closed	-$73K	–	524
2022 Q4	$73K	Buy	+686	New	+$71.9K	0.02%	341
2019 Q2	–	Sell	-525	Closed	-$46K	–	412
2019 Q1	$46K	Buy	+525	New	+$45.5K	0.04%	236
2018 Q4	–	Sell	-555	Closed	-$48K	–	407
2018 Q3	$48K	Buy	555 +22	+4%	+$1.9K	0.04%	274
2018 Q2	$42K	Hold	533	–	–	0.03%	273
2018 Q1	$44K	Sell	533 -5	-0.9%	-$396	0.04%	257
2017 Q4	$42K	Buy	+538	New	+$44.2K	0.03%	287

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

WHG

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

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Advisors's SCL Position: Q1 2023 in Review

One Wealth Advisors sold out of Stepan Co (SCL) in Q1 2023, closing a stake of 686 shares — an estimated $73K sold.

One Wealth Advisors first reported a position in SCL in Q4 2017 and held it in 6 quarters. The position peaked at $73K in Q4 2022. 206 funds tracked by Wall St. Rank hold SCL as of Q1 2023.

One Wealth Advisors reported no remaining Stepan Co position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 686 Stepan Co shares in Q1 2023, an estimated $73K.
One Wealth Advisors first reported a position in Stepan Co in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Stepan Co position peaked at $73K in Q4 2022.
206 funds tracked by Wall St. Rank held Stepan Co as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.