WIM
SCS

WealthPlan Investment Management’s Steelcase SCS Stock Holding History

WealthPlan Investment Management’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,890
Closed -$91K – 548
2022
Q4 		$91K Sell
11,890
-1,352
-10% -$9.99K 0.01% 383
2022
Q3 		$94K Buy
+13,242
New +$141K 0.01% 362

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthPlan Investment Management's SCS Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Steelcase (SCS) in Q1 2023, closing a stake of 11,890 shares — an estimated $91K sold.

WealthPlan Investment Management first reported a position in SCS in Q3 2022 and held it in 2 quarters. The position peaked at $94K in Q3 2022. 188 funds tracked by Wall St. Rank hold SCS as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Steelcase position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 11,890 Steelcase shares in Q1 2023, an estimated $91K.
  • WealthPlan Investment Management first reported a position in Steelcase in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Steelcase position peaked at $94K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Steelcase as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.