AWM
STEM icon

Accel Wealth Management’s Stem STEM Stock Holding History

Accel 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
2023
Q1 		– Sell
-10
Closed -$1.79K – 1269
2022
Q4 		$1.79K Hold
10
– – ﹤0.01% 917
2022
Q3 		$3K Hold
10
– – ﹤0.01% 910
2022
Q2 		$2K Hold
10
– – ﹤0.01% 911
2022
Q1 		$2K Sell
10
-5
-33% -$1.16K ﹤0.01% 882
2021
Q4 		$6K Buy
15
+10
+200% +$4.33K ﹤0.01% 795
2021
Q3 		$2K Hold
5
– – ﹤0.01% 795
2021
Q2 		$4K Hold
5
– – ﹤0.01% 828
2021
Q1 		$3K Buy
+5
New +$3.21K ﹤0.01% 809

Other funds holding STEM

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accel Wealth Management's STEM Position: Q1 2023 in Review

Accel Wealth Management sold out of Stem (STEM) in Q1 2023, closing a stake of 10 shares — an estimated $1.79K sold.

Accel Wealth Management first reported a position in STEM in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • Accel Wealth Management reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • Accel Wealth Management sold 10 Stem shares in Q1 2023, an estimated $1.79K.
  • Accel Wealth Management first reported a position in Stem in Q1 2021 and held it in 8 quarters.
  • Accel Wealth Management's Stem position peaked at $6K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.