Certuity’s Stem STEM Stock Holding History

Certuity’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
2021 Q4	–	Sell	-950	Closed	-$454K	–	391
2021 Q3	$454K	Buy	950 +207	+28%	+$109K	0.09%	174
2021 Q2	$535K	Buy	+743	New	+$404K	0.12%	127

Other funds holding STEM

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Certuity's STEM Position: Q4 2021 in Review

Certuity sold out of Stem (STEM) in Q4 2021, closing a stake of 950 shares — an estimated $454K sold.

Certuity first reported a position in STEM in Q2 2021 and held it in 2 quarters. The position peaked at $535K in Q2 2021. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

Certuity reported no remaining Stem position as of Q4 2021 after selling out during the quarter.
Certuity sold 950 Stem shares in Q4 2021, an estimated $454K.
Certuity first reported a position in Stem in Q2 2021 and held it in 2 quarters.
Certuity's Stem position peaked at $535K in Q2 2021.
204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

Based on Certuity's 13F filing for Q4 2021, filed 14 Feb 2022.