TWP
SCL icon

TFO Wealth Partners’s Stepan Co SCL Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$90 – 633
2024
Q1 		$90 Hold
1
– – ﹤0.01% 656
2023
Q4 		$95 Hold
1
– – ﹤0.01% 803
2023
Q3 		$96 Hold
1
– – ﹤0.01% 979
2023
Q2 		$96 Hold
1
– – ﹤0.01% 672
2023
Q1 		$103 Sell
1
-18
-95% -$1.89K ﹤0.01% 639
2022
Q4 		$1.86K Buy
+19
New +$1.99K ﹤0.01% 268

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's SCL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Stepan Co (SCL) in Q2 2024, closing a stake of 1 share — an estimated $90 sold.

TFO Wealth Partners first reported a position in SCL in Q4 2022 and held it in 6 quarters. The position peaked at $1.86K in Q4 2022. 215 funds tracked by Wall St. Rank hold SCL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Stepan Co position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Stepan Co share in Q2 2024, an estimated $90.
  • TFO Wealth Partners first reported a position in Stepan Co in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Stepan Co position peaked at $1.86K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Stepan Co as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.