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Capital Analysts LLC’s Stem STEM Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-54
Closed -$1K – 1360
2024
Q2 		$1K Hold
54
– – ﹤0.01% 1186
2024
Q1 		$2K Hold
54
– – ﹤0.01% 1059
2023
Q4 		$4K Hold
54
– – ﹤0.01% 980
2023
Q3 		$5K Sell
54
-3
-5% -$343 ﹤0.01% 979
2023
Q2 		$6K Hold
57
– – ﹤0.01% 876
2023
Q1 		$6K Buy
57
+13
+30% +$2.2K ﹤0.01% 851
2022
Q4 		$8K Hold
44
– – ﹤0.01% 879
2022
Q3 		$12K Buy
44
+6
+16% +$1.53K ﹤0.01% 780
2022
Q2 		$5K Buy
+38
New +$6.32K ﹤0.01% 867

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Capital Analysts LLC's STEM Position: Q3 2024 in Review

Capital Analysts LLC sold out of Stem (STEM) in Q3 2024, closing a stake of 54 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in STEM in Q2 2022 and held it in 9 quarters. The position peaked at $12K in Q3 2022. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Capital Analysts LLC reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 54 Stem shares in Q3 2024, an estimated $1K.
  • Capital Analysts LLC first reported a position in Stem in Q2 2022 and held it in 9 quarters.
  • Capital Analysts LLC's Stem position peaked at $12K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Capital Analysts LLC's 13F filing for Q3 2024, filed 13 Nov 2024.