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Valeo Financial Advisors’s Stepan Co SCL Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-133
Closed -$17K – 1580
2021
Q1 		$17K Buy
133
+49
+58% +$6.07K ﹤0.01% 1233
2020
Q4 		$10K Hold
84
– – ﹤0.01% 1208
2020
Q3 		$9K Buy
+84
New +$9.19K ﹤0.01% 1114

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valeo Financial Advisors's SCL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Stepan Co (SCL) in Q2 2021, closing a stake of 133 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in SCL in Q3 2020 and held it in 3 quarters. The position peaked at $17K in Q1 2021. 227 funds tracked by Wall St. Rank hold SCL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Stepan Co position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 133 Stepan Co shares in Q2 2021, an estimated $17K.
  • Valeo Financial Advisors first reported a position in Stepan Co in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Stepan Co position peaked at $17K in Q1 2021.
  • 227 funds tracked by Wall St. Rank held Stepan Co as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.