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Venturi Wealth Management’s Stepan Co SCL Stock Holding History

Venturi Wealth Management’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
Q4 		– Sell
-1,900
Closed -$215K – 358
2021
Q3 		$215K Hold
1,900
– – 0.02% 295
2021
Q2 		$229K Buy
+1,900
New +$249K 0.02% 284

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Venturi Wealth Management's SCL Position: Q4 2021 in Review

Venturi Wealth Management sold out of Stepan Co (SCL) in Q4 2021, closing a stake of 1,900 shares — an estimated $215K sold.

Venturi Wealth Management first reported a position in SCL in Q2 2021 and held it in 2 quarters. The position peaked at $229K in Q2 2021. 211 funds tracked by Wall St. Rank hold SCL as of Q4 2021.

  • Venturi Wealth Management reported no remaining Stepan Co position as of Q4 2021 after selling out during the quarter.
  • Venturi Wealth Management sold 1,900 Stepan Co shares in Q4 2021, an estimated $215K.
  • Venturi Wealth Management first reported a position in Stepan Co in Q2 2021 and held it in 2 quarters.
  • Venturi Wealth Management's Stepan Co position peaked at $229K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Stepan Co as of Q4 2021.

Based on Venturi Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.