AFG Fiduciary Services’s Stem STEM Stock Holding History

AFG Fiduciary Services’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
2022 Q4	–	Sell	-1,100	Closed	-$293K	–	89
2022 Q3	$293K	Buy	+1,100	New	+$281K	0.28%	57

Other funds holding STEM

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

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

AFG Fiduciary Services's STEM Position: Q4 2022 in Review

AFG Fiduciary Services sold out of Stem (STEM) in Q4 2022, closing a stake of 1,100 shares — an estimated $293K sold.

AFG Fiduciary Services first reported a position in STEM in Q3 2022 and held it in 1 quarter. The position peaked at $293K in Q3 2022. 234 funds tracked by Wall St. Rank hold STEM as of Q4 2022.

AFG Fiduciary Services reported no remaining Stem position as of Q4 2022 after selling out during the quarter.
AFG Fiduciary Services sold 1,100 Stem shares in Q4 2022, an estimated $293K.
AFG Fiduciary Services first reported a position in Stem in Q3 2022 and held it in 1 quarter.
AFG Fiduciary Services's Stem position peaked at $293K in Q3 2022.
234 funds tracked by Wall St. Rank held Stem as of Q4 2022.

Based on AFG Fiduciary Services's 13F filing for Q4 2022, filed 14 Feb 2023.