AWE
STEM icon

Avidian Wealth Enterprises’s Stem STEM Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-7,065
Closed -$1.56M – 498
2022
Q1 		$1.56M Buy
7,065
+730
+12% +$170K 0.1% 140
2021
Q4 		$2.4M Buy
6,335
+1,343
+27% +$582K 0.15% 108
2021
Q3 		$2.38M Buy
4,992
+539
+12% +$284K 0.18% 85
2021
Q2 		$3.21M Buy
4,453
+1,782
+67% +$970K 0.25% 68
2021
Q1 		$1.42M Buy
+2,671
New +$1.72M 0.12% 99

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Avidian Wealth Enterprises's STEM Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Stem (STEM) in Q2 2022, closing a stake of 7,065 shares — an estimated $1.56M sold.

Avidian Wealth Enterprises first reported a position in STEM in Q1 2021 and held it in 5 quarters. The position peaked at $3.21M in Q2 2021. 203 funds tracked by Wall St. Rank hold STEM as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining Stem position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,065 Stem shares in Q2 2022, an estimated $1.56M.
  • Avidian Wealth Enterprises first reported a position in Stem in Q1 2021 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Stem position peaked at $3.21M in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Stem as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.