WWP
SCS

WR Wealth Planners’s Steelcase SCS Stock Holding History

WR Wealth Planners’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
2024
Q4 		$319 Hold
27
– – ﹤0.01% 1041
2024
Q3 		$364 Hold
27
– – ﹤0.01% 1066
2024
Q2 		$350 Hold
27
– – ﹤0.01% 1060
2024
Q1 		$353 Buy
+27
New +$347 ﹤0.01% 1076
2023
Q2 		– Sell
-279
Closed -$2.35K – 966
2023
Q1 		$2.35K Buy
+279
New +$2.14K ﹤0.01% 758

Other funds holding SCS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's SCS Position: Q4 2024 in Review

WR Wealth Planners held its Steelcase (SCS) position steady in Q4 2024 at 27 shares worth $319. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

WR Wealth Planners first reported a position in SCS in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.35K in Q1 2023. 229 funds tracked by Wall St. Rank hold SCS as of Q4 2024.

  • WR Wealth Planners held 27 shares of Steelcase worth $319 as of Q4 2024.
  • WR Wealth Planners left its Steelcase share count unchanged in Q4 2024.
  • Steelcase made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1041 holding.
  • WR Wealth Planners first reported a position in Steelcase in Q1 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Steelcase position peaked at $2.35K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Steelcase as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.