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Atlantic Edge Private Wealth Management’s Steris STE Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$4.85K – 512
2024
Q3 		$4.85K Hold
20
– – ﹤0.01% 401
2024
Q2 		$4.39K Hold
20
– – ﹤0.01% 383
2024
Q1 		$4.5K Hold
20
– – ﹤0.01% 395
2023
Q4 		$4.4K Buy
+20
New +$4.23K ﹤0.01% 376

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Atlantic Edge Private Wealth Management's STE Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Steris (STE) in Q4 2024, closing a stake of 20 shares — an estimated $4.85K sold.

Atlantic Edge Private Wealth Management first reported a position in STE in Q4 2023 and held it in 4 quarters. The position peaked at $4.85K in Q3 2024. 767 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 20 Steris shares in Q4 2024, an estimated $4.85K.
  • Atlantic Edge Private Wealth Management first reported a position in Steris in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Steris position peaked at $4.85K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.