Accurate Wealth Management’s Stem STEM Stock Holding History

Accurate 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	-2	Closed	-$439	–	1284
2022 Q4	$439	Buy	+2	New	+$481	﹤0.01%	1496

Other funds holding STEM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Accurate Wealth Management sold out of Stem (STEM) in Q1 2023, closing a stake of 2 shares — an estimated $439 sold.

Accurate Wealth Management first reported a position in STEM in Q4 2022 and held it in 1 quarter. The position peaked at $439 in Q4 2022. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

Accurate Wealth Management reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 2 Stem shares in Q1 2023, an estimated $439.
Accurate Wealth Management first reported a position in Stem in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Stem position peaked at $439 in Q4 2022.
227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

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