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Byrne Asset Management’s Stem STEM Stock Holding History

Byrne Asset Management’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
-175
Closed -$20K – 582
2023
Q2 		$20K Buy
175
+5
+3% +$496 0.01% 328
2023
Q1 		$19K Buy
+170
New +$28.8K 0.01% 319
2022
Q3 		– Sell
-83
Closed -$12K – 538
2022
Q2 		$12K Buy
83
+76
+1,086% +$12.6K 0.01% 345
2022
Q1 		$2K Hold
7
– – ﹤0.01% 504
2021
Q4 		$3K Buy
+7
New +$3.03K ﹤0.01% 491

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

Byrne Asset Management's STEM Position: Q3 2023 in Review

Byrne Asset Management sold out of Stem (STEM) in Q3 2023, closing a stake of 175 shares — an estimated $20K sold.

Byrne Asset Management first reported a position in STEM in Q4 2021 and held it in 5 quarters. The position peaked at $20K in Q2 2023. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • Byrne Asset Management reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
  • Byrne Asset Management sold 175 Stem shares in Q3 2023, an estimated $20K.
  • Byrne Asset Management first reported a position in Stem in Q4 2021 and held it in 5 quarters.
  • Byrne Asset Management's Stem position peaked at $20K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on Byrne Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.