Valley Wealth Managers’s Stepan Co SCL Stock Holding History

Valley Wealth Managers’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
2022 Q3	–	Sell	-8	Closed	-$1K	–	486
2022 Q2	$1K	Buy	+8	New	+$827	﹤0.01%	421

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valley Wealth Managers's SCL Position: Q3 2022 in Review

Valley Wealth Managers sold out of Stepan Co (SCL) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in SCL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2022.

Valley Wealth Managers reported no remaining Stepan Co position as of Q3 2022 after selling out during the quarter.
Valley Wealth Managers sold 8 Stepan Co shares in Q3 2022, an estimated $1K.
Valley Wealth Managers first reported a position in Stepan Co in Q2 2022 and held it in 1 quarter.
Valley Wealth Managers's Stepan Co position peaked at $1K in Q2 2022.
203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2022.

Based on Valley Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.