AFO
STEM icon

Arrowroot Family Office’s Stem STEM Stock Holding History

Arrowroot Family Office’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
2023
Q4 		– Sell
-539
Closed -$45.7K – 126
2023
Q3 		$45.7K Sell
539
-73
-12% -$8.34K 0.04% 115
2023
Q2 		$70K Sell
612
-432
-41% -$42.9K 0.05% 123
2023
Q1 		$118K Buy
+1,044
New +$177K 0.1% 114

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowroot Family Office's STEM Position: Q4 2023 in Review

Arrowroot Family Office sold out of Stem (STEM) in Q4 2023, closing a stake of 539 shares — an estimated $45.7K sold.

Arrowroot Family Office first reported a position in STEM in Q1 2023 and held it in 3 quarters. The position peaked at $118K in Q1 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Arrowroot Family Office reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Arrowroot Family Office sold 539 Stem shares in Q4 2023, an estimated $45.7K.
  • Arrowroot Family Office first reported a position in Stem in Q1 2023 and held it in 3 quarters.
  • Arrowroot Family Office's Stem position peaked at $118K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Arrowroot Family Office's 13F filing for Q4 2023, filed 17 Apr 2024.