AWA
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Aaron Wealth Advisors’s StepStone Group STEP Stock Holding History

Aaron Wealth Advisors’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,728
Closed -$506K – 754
2022
Q1 		$506K Buy
+16,728
New +$576K 0.01% 506

Other funds holding STEP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aaron Wealth Advisors's STEP Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of StepStone Group (STEP) in Q2 2022, closing a stake of 16,728 shares — an estimated $506K sold.

Aaron Wealth Advisors first reported a position in STEP in Q1 2022 and held it in 1 quarter. The position peaked at $506K in Q1 2022. 128 funds tracked by Wall St. Rank hold STEP as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining StepStone Group position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 16,728 StepStone Group shares in Q2 2022, an estimated $506K.
  • Aaron Wealth Advisors first reported a position in StepStone Group in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's StepStone Group position peaked at $506K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held StepStone Group as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.