TD Private Client Wealth’s Stepan Co SCL Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-26	Closed	-$1.95K	–	1246
2023 Q3	$1.95K	Hold	26	–	–	﹤0.01%	1154
2023 Q2	$2.48K	Sell	26 -105	-80%	-$9.97K	﹤0.01%	1158
2023 Q1	$13.5K	Hold	131	–	–	﹤0.01%	993
2022 Q4	$13.9K	Hold	131	–	–	﹤0.01%	965
2022 Q3	$12.3K	Hold	131	–	–	﹤0.01%	974
2022 Q2	$13.3K	Hold	131	–	–	﹤0.01%	973
2022 Q1	$12.9K	Buy	131 +105	+404%	+$11.4K	﹤0.01%	1015
2021 Q4	$3.23K	Hold	26	–	–	﹤0.01%	977
2021 Q3	$2.94K	Hold	26	–	–	﹤0.01%	999
2021 Q2	$3.13K	Hold	26	–	–	﹤0.01%	1002
2021 Q1	$3.31K	Hold	26	–	–	﹤0.01%	960
2020 Q4	$3.1K	Hold	26	–	–	﹤0.01%	920
2020 Q3	$2.83K	Hold	26	–	–	﹤0.01%	887
2020 Q2	$2.52K	Hold	26	–	–	﹤0.01%	891
2020 Q1	$2.3K	Hold	26	–	–	﹤0.01%	866
2019 Q4	$2.66K	Buy	+26	New	+$2.53K	﹤0.01%	882

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

TD Private Client Wealth's SCL Position: Q4 2023 in Review

TD Private Client Wealth sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 26 shares — an estimated $1.95K sold.

TD Private Client Wealth first reported a position in SCL in Q4 2019 and held it in 16 quarters. The position peaked at $13.9K in Q4 2022. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

TD Private Client Wealth reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
TD Private Client Wealth sold 26 Stepan Co shares in Q4 2023, an estimated $1.95K.
TD Private Client Wealth first reported a position in Stepan Co in Q4 2019 and held it in 16 quarters.
TD Private Client Wealth's Stepan Co position peaked at $13.9K in Q4 2022.
195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on TD Private Client Wealth's 13F filing for Q4 2023, filed 16 Aug 2024.