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STEM icon

ALPS Advisors’s Stem STEM Stock Holding History

ALPS Advisors’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
2024
Q2 		– Sell
-19,386
Closed -$849K – 1000
2024
Q1 		$849K Sell
19,386
-6,264
-24% -$348K 0.01% 521
2023
Q4 		$1.99M Sell
25,650
-4,127
-14% -$285K 0.02% 331
2023
Q3 		$2.53M Sell
29,777
-1,855
-6% -$212K 0.02% 289
2023
Q2 		$3.62M Sell
31,632
-1,211
-4% -$120K 0.03% 224
2023
Q1 		$3.72M Sell
32,843
-8,785
-21% -$1.49M 0.03% 204
2022
Q4 		$7.44M Sell
41,628
-6,309
-13% -$1.52M 0.07% 165
2022
Q3 		$12.8M Buy
47,937
+388
+0.8% +$99.2K 0.12% 130
2022
Q2 		$6.81M Sell
47,549
-3,458
-7% -$575K 0.07% 164
2022
Q1 		$11.2M Sell
51,007
-12,844
-20% -$2.99M 0.12% 103
2021
Q4 		$24.2M Buy
63,851
+4,345
+7% +$1.88M 0.27% 64
2021
Q3 		$28.4M Buy
+59,506
New +$31.3M 0.27% 49

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

ALPS Advisors's STEM Position: Q2 2024 in Review

ALPS Advisors sold out of Stem (STEM) in Q2 2024, closing a stake of 19,386 shares — an estimated $849K sold.

ALPS Advisors first reported a position in STEM in Q3 2021 and held it in 11 quarters. The position peaked at $28.4M in Q3 2021. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • ALPS Advisors reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • ALPS Advisors sold 19,386 Stem shares in Q2 2024, an estimated $849K.
  • ALPS Advisors first reported a position in Stem in Q3 2021 and held it in 11 quarters.
  • ALPS Advisors's Stem position peaked at $28.4M in Q3 2021.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on ALPS Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.