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Wipfli Financial Advisors’s Stepan Co SCL Stock Holding History

Wipfli 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
2022
Q3 		$30K Buy
+323
New +$33.6K ﹤0.01% 1379

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's SCL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Stepan Co (SCL) in Q3 2022: 323 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

203 funds tracked by Wall St. Rank hold SCL as of Q3 2022.

  • Wipfli Financial Advisors held 323 shares of Stepan Co worth $30K as of Q3 2022.
  • Stepan Co was a new Wipfli Financial Advisors position in Q3 2022.
  • Stepan Co made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1379 holding.
  • 203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.