BRWA
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B. Riley Wealth Advisors’s Stem STEM Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-675
Closed -$4.73K – 1342
2025
Q1 		$4.73K Buy
+675
New +$7.82K ﹤0.01% 1320
2023
Q3 		– Sell
-515
Closed -$58.9K – 1622
2023
Q2 		$58.9K Sell
515
-828
-62% -$82.2K ﹤0.01% 1476
2023
Q1 		$152K Buy
1,343
+215
+19% +$36.4K ﹤0.01% 1335
2022
Q4 		$202K Sell
1,128
-444
-28% -$107K 0.01% 1266
2022
Q3 		$420K Buy
1,572
+693
+79% +$177K 0.01% 835
2022
Q2 		$126K Buy
879
+198
+29% +$32.9K 0.01% 1103
2022
Q1 		$151K Sell
681
-25
-4% -$5.82K ﹤0.01% 1252
2021
Q4 		$268K Sell
706
-130
-16% -$56.3K 0.01% 1133
2021
Q3 		$400K Sell
836
-305
-27% -$160K 0.01% 891
2021
Q2 		$822K Buy
+1,141
New +$621K 0.03% 585

Other funds holding STEM

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

B. Riley Wealth Advisors's STEM Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Stem (STEM) in Q2 2025, closing a stake of 675 shares — an estimated $4.73K sold.

B. Riley Wealth Advisors first reported a position in STEM in Q2 2021 and held it in 10 quarters. The position peaked at $822K in Q2 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 675 Stem shares in Q2 2025, an estimated $4.73K.
  • B. Riley Wealth Advisors first reported a position in Stem in Q2 2021 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Stem position peaked at $822K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.