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Foundations Investment Advisors’s Stem STEM Stock Holding History

Foundations Investment Advisors’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
2023
Q4 		– Sell
-3,547
Closed -$301K – 726
2023
Q3 		$301K Buy
3,547
+985
+38% +$112K 0.01% 508
2023
Q2 		$293K Buy
2,562
+642
+33% +$63.7K 0.01% 474
2023
Q1 		$218K Sell
1,920
-515
-21% -$87.3K 0.01% 458
2022
Q4 		$435K Sell
2,435
-1,163
-32% -$279K 0.02% 299
2022
Q3 		$960K Sell
3,598
-282
-7% -$72.1K 0.04% 176
2022
Q2 		$589K Sell
3,880
-292
-7% -$48.6K 0.02% 205
2022
Q1 		$789K Buy
4,172
+568
+16% +$132K 0.03% 145
2021
Q4 		$1.15M Buy
3,604
+689
+24% +$299K 0.04% 112
2021
Q3 		$1.24M Buy
2,915
+657
+29% +$346K 0.05% 100
2021
Q2 		$1.45M Buy
2,258
+1,739
+335% +$947K 0.07% 85
2021
Q1 		$265K Buy
+519
New +$333K 0.02% 190

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foundations Investment Advisors's STEM Position: Q4 2023 in Review

Foundations Investment Advisors sold out of Stem (STEM) in Q4 2023, closing a stake of 3,547 shares — an estimated $301K sold.

Foundations Investment Advisors first reported a position in STEM in Q1 2021 and held it in 11 quarters. The position peaked at $1.45M in Q2 2021. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Foundations Investment Advisors reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,547 Stem shares in Q4 2023, an estimated $301K.
  • Foundations Investment Advisors first reported a position in Stem in Q1 2021 and held it in 11 quarters.
  • Foundations Investment Advisors's Stem position peaked at $1.45M in Q2 2021.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.