WP
SCS

WealthPLAN Partners’s Steelcase SCS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-2,559
Closed -$19.7K – 1000
2023
Q2 		$19.7K Sell
2,559
-1,354
-35% -$10.2K ﹤0.01% 684
2023
Q1 		$32.9K Sell
3,913
-7,977
-67% -$61.2K ﹤0.01% 630
2022
Q4 		$90.5K Buy
+11,890
New +$87.9K 0.01% 384

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's SCS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Steelcase (SCS) in Q3 2023, closing a stake of 2,559 shares — an estimated $19.7K sold.

WealthPLAN Partners first reported a position in SCS in Q4 2022 and held it in 3 quarters. The position peaked at $90.5K in Q4 2022. 191 funds tracked by Wall St. Rank hold SCS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Steelcase position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,559 Steelcase shares in Q3 2023, an estimated $19.7K.
  • WealthPLAN Partners first reported a position in Steelcase in Q4 2022 and held it in 3 quarters.
  • WealthPLAN Partners's Steelcase position peaked at $90.5K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Steelcase as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.