FAG
STEM icon

Fortitude Advisory Group’s Stem STEM Stock Holding History

Fortitude Advisory Group’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
-153
Closed -$34K – 1141
2022
Q1 		$34K Buy
153
+60
+65% +$14K 0.02% 649
2021
Q4 		$35K Buy
+93
New +$40.3K 0.02% 652

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

Fortitude Advisory Group's STEM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Stem (STEM) in Q2 2022, closing a stake of 153 shares — an estimated $34K sold.

Fortitude Advisory Group first reported a position in STEM in Q4 2021 and held it in 2 quarters. The position peaked at $35K in Q4 2021. 203 funds tracked by Wall St. Rank hold STEM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Stem position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 153 Stem shares in Q2 2022, an estimated $34K.
  • Fortitude Advisory Group first reported a position in Stem in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Stem position peaked at $35K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Stem as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.