OWA
SCS

One Wealth Advisors’s Steelcase SCS Stock Holding History

One Wealth Advisors’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,533
Closed -$314K – 305
2024
Q4 		$314K Buy
26,533
+357
+1% +$4.59K 0.05% 183
2024
Q3 		$356K Sell
26,176
-421
-2% -$5.64K 0.05% 173
2024
Q2 		$333K Sell
26,597
-85
-0.3% -$1.08K 0.07% 149
2024
Q1 		$349K Buy
26,682
+5,791
+28% +$74.4K 0.06% 170
2023
Q4 		$282K Buy
+20,891
New +$248K 0.05% 165

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Advisors's SCS Position: Q1 2025 in Review

One Wealth Advisors sold out of Steelcase (SCS) in Q1 2025, closing a stake of 26,533 shares — an estimated $314K sold.

One Wealth Advisors first reported a position in SCS in Q4 2023 and held it in 5 quarters. The position peaked at $356K in Q3 2024. 233 funds tracked by Wall St. Rank hold SCS as of Q1 2025.

  • One Wealth Advisors reported no remaining Steelcase position as of Q1 2025 after selling out during the quarter.
  • One Wealth Advisors sold 26,533 Steelcase shares in Q1 2025, an estimated $314K.
  • One Wealth Advisors first reported a position in Steelcase in Q4 2023 and held it in 5 quarters.
  • One Wealth Advisors's Steelcase position peaked at $356K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Steelcase as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.