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STEM icon

Cetera Advisors’s Stem STEM Stock Holding History

Cetera Advisors’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
Q1 		$179K Buy
+4,089
New +$227K ﹤0.01% 2247
2023
Q2 		– Sell
-634
Closed -$71.9K – 1758
2023
Q1 		$71.9K Buy
634
+14
+2% +$2.37K ﹤0.01% 1581
2022
Q4 		$111K Buy
+620
New +$149K ﹤0.01% 1510

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cetera Advisors's STEM Position: Q1 2024 in Review

Cetera Advisors opened a new position in Stem (STEM) in Q1 2024: 4,089 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #2247 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in STEM as recently as Q1 2023.

Cetera Advisors first reported a position in STEM in Q4 2022 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold STEM as of Q1 2024.

  • Cetera Advisors held 4,089 shares of Stem worth $179K as of Q1 2024.
  • Stem was a new Cetera Advisors position in Q1 2024.
  • Stem made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2247 holding.
  • Cetera Advisors first reported a position in Stem in Q4 2022 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Stem as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.