AAG
STEM icon

Armstrong Advisory Group’s Stem STEM Stock Holding History

Armstrong Advisory Group’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
-221
Closed -$17.2K – 835
2024
Q1 		$17.2K Hold
221
– – ﹤0.01% 501
2023
Q4 		$17.2K Hold
221
– – ﹤0.01% 501
2023
Q3 		$18.8K Hold
221
– – ﹤0.01% 505
2023
Q2 		$25.3K Buy
+221
New +$21.9K ﹤0.01% 449

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

Armstrong Advisory Group's STEM Position: Q2 2024 in Review

Armstrong Advisory Group sold out of Stem (STEM) in Q2 2024, closing a stake of 221 shares — an estimated $17.2K sold.

Armstrong Advisory Group first reported a position in STEM in Q2 2023 and held it in 4 quarters. The position peaked at $25.3K in Q2 2023. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Armstrong Advisory Group reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 221 Stem shares in Q2 2024, an estimated $17.2K.
  • Armstrong Advisory Group first reported a position in Stem in Q2 2023 and held it in 4 quarters.
  • Armstrong Advisory Group's Stem position peaked at $25.3K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Armstrong Advisory Group's 13F filing for Q2 2024, filed 12 Jul 2024.