Cetera Investment Advisers
STEM icon

Cetera Investment Advisers’s Stem STEM Stock Holding History

Cetera Investment Advisers’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
2025
Q2 		– Sell
-8,763
Closed -$61.4K – 4203
2025
Q1 		$61.4K Buy
8,763
+4,105
+88% +$47.5K ﹤0.01% 3839
2024
Q4 		$56.2K Buy
4,658
+21
+0.5% +$181 ﹤0.01% 3648
2024
Q3 		$32.3K Sell
4,637
-112
-2% -$1.76K ﹤0.01% 3629
2024
Q2 		$105K Buy
4,749
+219
+5% +$6.42K ﹤0.01% 3505
2024
Q1 		$198K Buy
4,530
+939
+26% +$52.2K ﹤0.01% 3356
2023
Q4 		$279K Buy
3,591
+100
+3% +$6.89K ﹤0.01% 1824
2023
Q3 		$296K Sell
3,491
-32
-0.9% -$3.65K ﹤0.01% 1737
2023
Q2 		$403K Sell
3,523
-90
-2% -$8.93K ﹤0.01% 1570
2023
Q1 		$410K Buy
3,613
+192
+6% +$32.5K ﹤0.01% 1535
2022
Q4 		$612K Sell
3,421
-278
-8% -$66.8K 0.01% 1266
2022
Q3 		$987K Sell
3,699
-50
-1% -$12.8K 0.02% 722
2022
Q2 		$537K Buy
3,749
+243
+7% +$40.4K 0.01% 1059
2022
Q1 		$772K Buy
3,506
+402
+13% +$93.6K 0.01% 912
2021
Q4 		$1.18M Buy
3,104
+506
+19% +$219K 0.02% 756
2021
Q3 		$1.24M Buy
+2,598
New +$1.37M 0.02% 699

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers's STEM Position: Q2 2025 in Review

Cetera Investment Advisers sold out of Stem (STEM) in Q2 2025, closing a stake of 8,763 shares — an estimated $61.4K sold.

Cetera Investment Advisers first reported a position in STEM in Q3 2021 and held it in 15 quarters. The position peaked at $1.24M in Q3 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Cetera Investment Advisers reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 8,763 Stem shares in Q2 2025, an estimated $61.4K.
  • Cetera Investment Advisers first reported a position in Stem in Q3 2021 and held it in 15 quarters.
  • Cetera Investment Advisers's Stem position peaked at $1.24M in Q3 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.