CFGS
STEM icon

Concourse Financial Group Securities’s Stem STEM Stock Holding History

Concourse Financial Group Securities’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
Q3 		– Sell
-7
Closed -$3.68K – 2481
2021
Q2 		$5K Hold
7
– – ﹤0.01% 2060
2021
Q1 		$3K Buy
+7
New +$4.5K ﹤0.01% 2082

Other funds holding STEM

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OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concourse Financial Group Securities's STEM Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Stem (STEM) in Q3 2021, closing a stake of 7 shares — an estimated $3.68K sold.

Concourse Financial Group Securities first reported a position in STEM in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 173 funds tracked by Wall St. Rank hold STEM as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Stem position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7 Stem shares in Q3 2021, an estimated $3.68K.
  • Concourse Financial Group Securities first reported a position in Stem in Q1 2021 and held it in 2 quarters.
  • Concourse Financial Group Securities's Stem position peaked at $5K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held Stem as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.