AWM
STEM icon

Avior Wealth Management’s Stem STEM Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-2
Closed -$21 – 2126
2024
Q4 		$21 Buy
+2
New +$17 ﹤0.01% 2439
2024
Q2 		– Sell
-2
Closed -$70 – 3548
2024
Q1 		$70 Buy
+2
New +$111 ﹤0.01% 3346
2022
Q1 		– Sell
-1
Closed – – 1229
2021
Q4 		$0 Sell
1
-7
-88% -$3.03K ﹤0.01% 1217
2021
Q3 		$3K Buy
+8
New +$4.21K ﹤0.01% 911

Other funds holding STEM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's STEM Position: Q1 2025 in Review

Avior Wealth Management sold out of Stem (STEM) in Q1 2025, closing a stake of 2 shares — an estimated $21 sold.

Avior Wealth Management first reported a position in STEM in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 154 funds tracked by Wall St. Rank hold STEM as of Q1 2025.

  • Avior Wealth Management reported no remaining Stem position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 Stem shares in Q1 2025, an estimated $21.
  • Avior Wealth Management first reported a position in Stem in Q3 2021 and held it in 4 quarters.
  • Avior Wealth Management's Stem position peaked at $3K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Stem as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.