TCI Wealth Advisors’s Stepan Co SCL Stock Holding History

TCI 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 Q2	–	Sell	-120	Closed	-$12.4K	–	1874
2023 Q1	$12.4K	Hold	120	–	–	﹤0.01%	956
2022 Q4	$12.8K	Hold	120	–	–	﹤0.01%	909
2022 Q3	$11K	Buy	120 +2	+2%	+$208	﹤0.01%	974
2022 Q2	$12K	Hold	118	–	–	﹤0.01%	917
2022 Q1	$12K	Buy	118 +96	+436%	+$10.4K	﹤0.01%	998
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	2033
2021 Q3	$2K	Sell	22 -19	-46%	-$2.21K	﹤0.01%	2173
2021 Q2	$5K	Hold	41	–	–	﹤0.01%	1480
2021 Q1	$5K	Buy	41 +19	+86%	+$2.35K	﹤0.01%	1298
2020 Q4	$3K	Hold	22	–	–	﹤0.01%	1131
2020 Q3	$2K	Hold	22	–	–	﹤0.01%	1172
2020 Q2	$2K	Buy	+22	New	+$2.07K	﹤0.01%	1120

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

TCI Wealth Advisors's SCL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Stepan Co (SCL) in Q2 2023, closing a stake of 120 shares — an estimated $12.4K sold.

TCI Wealth Advisors first reported a position in SCL in Q2 2020 and held it in 12 quarters. The position peaked at $12.8K in Q4 2022. 195 funds tracked by Wall St. Rank hold SCL as of Q2 2023.

TCI Wealth Advisors reported no remaining Stepan Co position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 120 Stepan Co shares in Q2 2023, an estimated $12.4K.
TCI Wealth Advisors first reported a position in Stepan Co in Q2 2020 and held it in 12 quarters.
TCI Wealth Advisors's Stepan Co position peaked at $12.8K in Q4 2022.
195 funds tracked by Wall St. Rank held Stepan Co as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.