AWM
STEL

Abound Wealth Management’s Stellar Bancorp STEL Stock Holding History

Abound Wealth Management’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14
Closed -$322 – 1339
2024
Q2 		$322 Hold
14
– – ﹤0.01% 961
2024
Q1 		$342 Hold
14
– – ﹤0.01% 1071
2023
Q4 		$390 Hold
14
– – ﹤0.01% 1035
2023
Q3 		$299 Hold
14
– – ﹤0.01% 1016
2023
Q2 		$321 Buy
+14
New +$326 ﹤0.01% 1015

Other funds holding STEL

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
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Wealth Management's STEL Position: Q3 2024 in Review

Abound Wealth Management sold out of Stellar Bancorp (STEL) in Q3 2024, closing a stake of 14 shares — an estimated $322 sold.

Abound Wealth Management first reported a position in STEL in Q2 2023 and held it in 5 quarters. The position peaked at $390 in Q4 2023. 174 funds tracked by Wall St. Rank hold STEL as of Q3 2024.

  • Abound Wealth Management reported no remaining Stellar Bancorp position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 14 Stellar Bancorp shares in Q3 2024, an estimated $322.
  • Abound Wealth Management first reported a position in Stellar Bancorp in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's Stellar Bancorp position peaked at $390 in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.