AWA
STEM icon

Arkadios Wealth Advisors’s Stem STEM Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-150
Closed -$71K – 1630
2021
Q3 		$71K Sell
150
-39
-21% -$20.5K 0.01% 779
2021
Q2 		$136K Buy
189
+14
+8% +$7.62K 0.02% 640
2021
Q1 		$93K Buy
+175
New +$112K 0.02% 549

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Arkadios Wealth Advisors's STEM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Stem (STEM) in Q4 2021, closing a stake of 150 shares — an estimated $71K sold.

Arkadios Wealth Advisors first reported a position in STEM in Q1 2021 and held it in 3 quarters. The position peaked at $136K in Q2 2021. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Stem position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 150 Stem shares in Q4 2021, an estimated $71K.
  • Arkadios Wealth Advisors first reported a position in Stem in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Stem position peaked at $136K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.