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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

B. Riley Wealth Advisors's STEM Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Stem (STEM) in Q3 2023, closing a stake of 515 shares — an estimated $58.9K sold.

B. Riley Wealth Advisors first reported a position in STEM in Q2 2021 and held it in 9 quarters. The position peaked at $822K in Q2 2021. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 515 Stem shares in Q3 2023, an estimated $58.9K.
  • B. Riley Wealth Advisors first reported a position in Stem in Q2 2021 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Stem position peaked at $822K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.