BSW Wealth Partners’s STMicroelectronics STM Stock Holding History

BSW Wealth Partners’s Portfolio STM Stock Details STM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,225	Closed	-$261K	–	283
2023 Q2	$261K	Sell	5,225 -19	-0.4%	-$881	0.05%	206
2023 Q1	$281K	Sell	5,244 -442	-8%	-$20.6K	0.06%	225
2022 Q4	$202K	Buy	+5,686	New	+$201K	0.04%	283
2019 Q4	–	Sell	-5,082	Closed	-$98K	–	153
2019 Q3	$98K	Buy	5,082 +162	+3%	+$2.97K	0.04%	111
2019 Q2	$87K	Buy	+4,920	New	+$83.2K	0.03%	110

Other funds holding STM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

BSW Wealth Partners's STM Position: Q3 2023 in Review

BSW Wealth Partners sold out of STMicroelectronics (STM) in Q3 2023, closing a stake of 5,225 shares — an estimated $261K sold.

BSW Wealth Partners first reported a position in STM in Q2 2019 and held it in 5 quarters. The position peaked at $281K in Q1 2023. 363 funds tracked by Wall St. Rank hold STM as of Q3 2023.

BSW Wealth Partners reported no remaining STMicroelectronics position as of Q3 2023 after selling out during the quarter.
BSW Wealth Partners sold 5,225 STMicroelectronics shares in Q3 2023, an estimated $261K.
BSW Wealth Partners first reported a position in STMicroelectronics in Q2 2019 and held it in 5 quarters.
BSW Wealth Partners's STMicroelectronics position peaked at $281K in Q1 2023.
363 funds tracked by Wall St. Rank held STMicroelectronics as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.