AWS
STEM icon

Atria Wealth Solutions’s Stem STEM Stock Holding History

Atria Wealth Solutions’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
2022
Q4 		– Sell
-688
Closed -$184K – 1875
2022
Q3 		$184K Buy
688
+64
+10% +$16.4K ﹤0.01% 1571
2022
Q2 		$89K Sell
624
-508
-45% -$84.5K ﹤0.01% 1544
2022
Q1 		$249K Buy
+1,132
New +$264K ﹤0.01% 1426

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Atria Wealth Solutions's STEM Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Stem (STEM) in Q4 2022, closing a stake of 688 shares — an estimated $184K sold.

Atria Wealth Solutions first reported a position in STEM in Q1 2022 and held it in 3 quarters. The position peaked at $249K in Q1 2022. 234 funds tracked by Wall St. Rank hold STEM as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Stem position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 688 Stem shares in Q4 2022, an estimated $184K.
  • Atria Wealth Solutions first reported a position in Stem in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Stem position peaked at $249K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Stem as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.