QPWM
SCS

Quadrant Private Wealth Management’s Steelcase SCS Stock Holding History

Quadrant Private Wealth Management’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
2023
Q3 		– Sell
-10,917
Closed -$84.2K – 242
2023
Q2 		$84.2K Hold
10,917
– – 0.02% 241
2023
Q1 		$91.9K Sell
10,917
-58
-0.5% -$445 0.03% 242
2022
Q4 		$78.7K Buy
+10,975
New +$81.1K 0.03% 239
2022
Q2 		$176K Buy
+16,375
New +$189K 0.07% 195

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quadrant Private Wealth Management's SCS Position: Q3 2023 in Review

Quadrant Private Wealth Management sold out of Steelcase (SCS) in Q3 2023, closing a stake of 10,917 shares — an estimated $84.2K sold.

Quadrant Private Wealth Management first reported a position in SCS in Q2 2022 and held it in 4 quarters. The position peaked at $176K in Q2 2022. 192 funds tracked by Wall St. Rank hold SCS as of Q3 2023.

  • Quadrant Private Wealth Management reported no remaining Steelcase position as of Q3 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 10,917 Steelcase shares in Q3 2023, an estimated $84.2K.
  • Quadrant Private Wealth Management first reported a position in Steelcase in Q2 2022 and held it in 4 quarters.
  • Quadrant Private Wealth Management's Steelcase position peaked at $176K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held Steelcase as of Q3 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.