FP
STEX

Financial Perspectives’s Streamex Corp STEX Stock Holding History

Financial Perspectives’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-90
Closed -$378 – 685
2022
Q4 		$378 Hold
90
– – ﹤0.01% 646
2022
Q3 		$576 Hold
90
– – ﹤0.01% 648
2022
Q2 		$592 Hold
90
– – ﹤0.01% 648
2022
Q1 		$1.03K Buy
+90
New +$1.44K ﹤0.01% 637

Other funds holding STEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Perspectives's STEX Position: Q1 2023 in Review

Financial Perspectives sold out of Streamex Corp (STEX) in Q1 2023, closing a stake of 90 shares — an estimated $378 sold.

Financial Perspectives first reported a position in STEX in Q1 2022 and held it in 4 quarters. The position peaked at $1.03K in Q1 2022. 46 funds tracked by Wall St. Rank hold STEX as of Q1 2023.

  • Financial Perspectives reported no remaining Streamex Corp position as of Q1 2023 after selling out during the quarter.
  • Financial Perspectives sold 90 Streamex Corp shares in Q1 2023, an estimated $378.
  • Financial Perspectives first reported a position in Streamex Corp in Q1 2022 and held it in 4 quarters.
  • Financial Perspectives's Streamex Corp position peaked at $1.03K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2023.

Based on Financial Perspectives's 13F filing for Q1 2023, filed 10 Jan 2024.