Envestnet Asset Management
STEM icon

Envestnet Asset Management’s Stem STEM Stock Holding History

Envestnet Asset Management’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
2022
Q2 		– Sell
-661
Closed -$146K – 4062
2022
Q1 		$146K Sell
661
-3
-0.5% -$698 ﹤0.01% 3760
2021
Q4 		$252K Buy
664
+221
+50% +$95.8K ﹤0.01% 3514
2021
Q3 		$212K Buy
+443
New +$233K ﹤0.01% 3478

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Envestnet Asset Management's STEM Position: Q2 2022 in Review

Envestnet Asset Management sold out of Stem (STEM) in Q2 2022, closing a stake of 661 shares — an estimated $146K sold.

Envestnet Asset Management first reported a position in STEM in Q3 2021 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 203 funds tracked by Wall St. Rank hold STEM as of Q2 2022.

  • Envestnet Asset Management reported no remaining Stem position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 661 Stem shares in Q2 2022, an estimated $146K.
  • Envestnet Asset Management first reported a position in Stem in Q3 2021 and held it in 3 quarters.
  • Envestnet Asset Management's Stem position peaked at $252K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Stem as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.