SPIA
SCS

Steward Partners Investment Advisory’s Steelcase SCS Stock Holding History

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-4,114
Closed -$53.8K – 3702
2024
Q1 		$53.8K Buy
+4,114
New +$52.8K ﹤0.01% 2077
2022
Q4 		– Sell
-1,700
Closed -$11K – 3444
2022
Q3 		$11K Hold
1,700
– – ﹤0.01% 2500
2022
Q2 		$18K Hold
1,700
– – ﹤0.01% 2281
2022
Q1 		$20K Sell
1,700
-4,000
-70% -$48.3K ﹤0.01% 2374
2021
Q4 		$67K Sell
5,700
-1,104
-16% -$13.3K ﹤0.01% 1766
2021
Q3 		$86K Buy
6,804
+4
+0.1% +$55 ﹤0.01% 1621
2021
Q2 		$103K Buy
+6,800
New +$98K ﹤0.01% 2220

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's SCS Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Steelcase (SCS) in Q2 2024, closing a stake of 4,114 shares — an estimated $53.8K sold.

Steward Partners Investment Advisory first reported a position in SCS in Q2 2021 and held it in 7 quarters. The position peaked at $103K in Q2 2021. 218 funds tracked by Wall St. Rank hold SCS as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Steelcase position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,114 Steelcase shares in Q2 2024, an estimated $53.8K.
  • Steward Partners Investment Advisory first reported a position in Steelcase in Q2 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Steelcase position peaked at $103K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held Steelcase as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.