Capital Advisors Ltd’s Stem STEM Stock Holding History

Capital Advisors Ltd’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
2024 Q4	–	Sell	-12	Closed	–	–	1569
2024 Q3	$0	Buy	+12	New	+$189	﹤0.01%	1599
2023 Q1	–	Sell	-108	Closed	–	–	1538
2022 Q4	$0	Buy	+108	New	+$26K	﹤0.01%	1619

Other funds holding STEM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capital Advisors Ltd's STEM Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Stem (STEM) in Q4 2024, closing a stake of 12 shares.

Capital Advisors Ltd first reported a position in STEM in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2024. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

Capital Advisors Ltd reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
Capital Advisors Ltd sold 12 Stem shares in Q4 2024.
Capital Advisors Ltd first reported a position in Stem in Q4 2022 and held it in 2 quarters.
Capital Advisors Ltd's Stem position peaked at $0 in Q3 2024.
141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.