AG
STEX

Advisor Group’s Streamex Corp STEX Stock Holding History

Advisor Group’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Sell
40
-49
-55% -$3.31K ﹤0.01% 4955
2019
Q3 		$7K Hold
89
– – ﹤0.01% 4496
2019
Q2 		$9K Buy
89
+29
+48% +$2.1K ﹤0.01% 4415
2019
Q1 		$3K Sell
60
-8
-12% -$406 ﹤0.01% 4824
2018
Q4 		$3K Buy
68
+20
+42% +$877 ﹤0.01% 4691
2018
Q3 		$2K Buy
+48
New +$2.84K ﹤0.01% 4830

Other funds holding STEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Advisor Group's STEX Position: Q4 2019 in Review

Advisor Group reduced its Streamex Corp (STEX) stake by 55% in Q4 2019, selling an estimated $3.31K and leaving 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4955.

Advisor Group first reported a position in STEX in Q3 2018 and has held it in 6 quarters since. The position peaked at $9K in Q2 2019. 55 funds tracked by Wall St. Rank hold STEX as of Q4 2019.

  • Advisor Group held 40 shares of Streamex Corp worth $2K as of Q4 2019.
  • Advisor Group sold 49 Streamex Corp shares in Q4 2019, an estimated $3.31K.
  • Streamex Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4955 holding.
  • Advisor Group first reported a position in Streamex Corp in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's Streamex Corp position peaked at $9K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held Streamex Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.