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Advisornet Financial’s StepStone Group STEP Stock Holding History

Advisornet Financial’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30
Closed -$1.71K – 2247
2024
Q3 		$1.71K Hold
30
– – ﹤0.01% 1792
2024
Q2 		$1.38K Hold
30
– – ﹤0.01% 1724
2024
Q1 		$1.07K Buy
+30
New +$1.01K ﹤0.01% 1740
2023
Q2 		– Sell
-2
Closed -$49 – 2486
2023
Q1 		$49 Buy
+2
New +$55 ﹤0.01% 2357

Other funds holding STEP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisornet Financial's STEP Position: Q4 2024 in Review

Advisornet Financial sold out of StepStone Group (STEP) in Q4 2024, closing a stake of 30 shares — an estimated $1.71K sold.

Advisornet Financial first reported a position in STEP in Q1 2023 and held it in 4 quarters. The position peaked at $1.71K in Q3 2024. 253 funds tracked by Wall St. Rank hold STEP as of Q4 2024.

  • Advisornet Financial reported no remaining StepStone Group position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 30 StepStone Group shares in Q4 2024, an estimated $1.71K.
  • Advisornet Financial first reported a position in StepStone Group in Q1 2023 and held it in 4 quarters.
  • Advisornet Financial's StepStone Group position peaked at $1.71K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held StepStone Group as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.