CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s StepStone Group STEP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-65
Closed -$2K – 3810
2022
Q2 		$2K Buy
65
+37
+132% +$1.14K ﹤0.01% 4510
2022
Q1 		$1K Sell
28
-79
-74% -$2.82K ﹤0.01% 4750
2021
Q4 		$4K Buy
+107
New +$4K ﹤0.01% 4190