AWM
STEM icon

Abound Wealth Management’s Stem STEM Stock Holding History

Abound Wealth Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26
Closed -$183 – 1335
2024
Q3 		$183 Buy
+26
New +$409 ﹤0.01% 1221

Other funds holding STEM

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Abound Wealth Management's STEM Position: Q4 2024 in Review

Abound Wealth Management sold out of Stem (STEM) in Q4 2024, closing a stake of 26 shares — an estimated $183 sold.

Abound Wealth Management first reported a position in STEM in Q3 2024 and held it in 1 quarter. The position peaked at $183 in Q3 2024. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

  • Abound Wealth Management reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 26 Stem shares in Q4 2024, an estimated $183.
  • Abound Wealth Management first reported a position in Stem in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's Stem position peaked at $183 in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.