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Benjamin Edwards Inc’s StepStone Group STEP Stock Holding History

Benjamin Edwards Inc’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,024
Closed -$25K – 719
2023
Q1 		$25K Buy
1,024
+258
+34% +$7.05K 0.01% 522
2022
Q4 		$19K Buy
766
+8
+1% +$224 0.01% 521
2022
Q3 		$19K Buy
758
+53
+8% +$1.44K 0.01% 510
2022
Q2 		$18K Buy
705
+397
+129% +$10.8K 0.01% 529
2022
Q1 		$10K Buy
+308
New +$10.6K ﹤0.01% 607

Other funds holding STEP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Benjamin Edwards Inc's STEP Position: Q2 2023 in Review

Benjamin Edwards Inc sold out of StepStone Group (STEP) in Q2 2023, closing a stake of 1,024 shares — an estimated $25K sold.

Benjamin Edwards Inc first reported a position in STEP in Q1 2022 and held it in 5 quarters. The position peaked at $25K in Q1 2023. 123 funds tracked by Wall St. Rank hold STEP as of Q2 2023.

  • Benjamin Edwards Inc reported no remaining StepStone Group position as of Q2 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,024 StepStone Group shares in Q2 2023, an estimated $25K.
  • Benjamin Edwards Inc first reported a position in StepStone Group in Q1 2022 and held it in 5 quarters.
  • Benjamin Edwards Inc's StepStone Group position peaked at $25K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held StepStone Group as of Q2 2023.

Based on Benjamin Edwards Inc's 13F filing for Q2 2023, filed 15 Aug 2023.