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Bell Investment Advisors’s Stem STEM Stock Holding History

Bell Investment 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
Q4 		– Sell
-12
Closed -$984 – 1992
2023
Q3 		$984 Hold
12
– – ﹤0.01% 1580
2023
Q2 		$1.33K Hold
12
– – ﹤0.01% 1486
2023
Q1 		$1.32K Sell
12
-8
-40% -$1.36K ﹤0.01% 1453
2022
Q4 		$3.66K Hold
20
– – ﹤0.01% 970
2022
Q3 		$5K Buy
20
+14
+233% +$3.58K ﹤0.01% 714
2022
Q2 		$1K Buy
+6
New +$998 ﹤0.01% 1608

Other funds holding STEM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bell Investment Advisors's STEM Position: Q4 2023 in Review

Bell Investment Advisors sold out of Stem (STEM) in Q4 2023, closing a stake of 12 shares — an estimated $984 sold.

Bell Investment Advisors first reported a position in STEM in Q2 2022 and held it in 6 quarters. The position peaked at $5K in Q3 2022. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Bell Investment Advisors reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 12 Stem shares in Q4 2023, an estimated $984.
  • Bell Investment Advisors first reported a position in Stem in Q2 2022 and held it in 6 quarters.
  • Bell Investment Advisors's Stem position peaked at $5K in Q3 2022.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.