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Capital Advisors Wealth Management’s STMicroelectronics STM Stock Holding History

Capital Advisors Wealth Management’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
2024
Q2 		– Sell
-4,822
Closed -$209K – 170
2024
Q1 		$209K Buy
4,822
+365
+8% +$16.5K 0.04% 148
2023
Q4 		$223K Buy
+4,457
New +$199K 0.05% 134
2023
Q3 		– Sell
-4,412
Closed -$221K – 147
2023
Q2 		$221K Buy
+4,412
New +$205K 0.06% 121

Other funds holding STM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Capital Advisors Wealth Management's STM Position: Q2 2024 in Review

Capital Advisors Wealth Management sold out of STMicroelectronics (STM) in Q2 2024, closing a stake of 4,822 shares — an estimated $209K sold.

Capital Advisors Wealth Management first reported a position in STM in Q2 2023 and held it in 3 quarters. The position peaked at $223K in Q4 2023. 353 funds tracked by Wall St. Rank hold STM as of Q2 2024.

  • Capital Advisors Wealth Management reported no remaining STMicroelectronics position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 4,822 STMicroelectronics shares in Q2 2024, an estimated $209K.
  • Capital Advisors Wealth Management first reported a position in STMicroelectronics in Q2 2023 and held it in 3 quarters.
  • Capital Advisors Wealth Management's STMicroelectronics position peaked at $223K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.