BWA
STEM icon

BDO Wealth Advisors’s Stem STEM Stock Holding History

BDO 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
2022
Q3 		– Sell
-48
Closed -$7K – 1133
2022
Q2 		$7K Hold
48
– – ﹤0.01% 750
2022
Q1 		$10K Hold
48
– – ﹤0.01% 738
2021
Q4 		$18K Hold
48
– – ﹤0.01% 646
2021
Q3 		$23K Hold
48
– – ﹤0.01% 585
2021
Q2 		$34K Buy
+48
New +$26.1K ﹤0.01% 527

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
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's STEM Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Stem (STEM) in Q3 2022, closing a stake of 48 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in STEM in Q2 2021 and held it in 5 quarters. The position peaked at $34K in Q2 2021. 219 funds tracked by Wall St. Rank hold STEM as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Stem position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 48 Stem shares in Q3 2022, an estimated $7K.
  • BDO Wealth Advisors first reported a position in Stem in Q2 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Stem position peaked at $34K in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Stem as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.