GIA
STEM icon

Gladstone Institutional Advisory’s Stem STEM Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-636
Closed -$241K – 755
2021
Q4 		$241K Sell
636
-20
-3% -$8.67K 0.02% 522
2021
Q3 		$314K Buy
+656
New +$345K 0.03% 423

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Gladstone Institutional Advisory's STEM Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of Stem (STEM) in Q1 2022, closing a stake of 636 shares — an estimated $241K sold.

Gladstone Institutional Advisory first reported a position in STEM in Q3 2021 and held it in 2 quarters. The position peaked at $314K in Q3 2021. 193 funds tracked by Wall St. Rank hold STEM as of Q1 2022.

  • Gladstone Institutional Advisory reported no remaining Stem position as of Q1 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 636 Stem shares in Q1 2022, an estimated $241K.
  • Gladstone Institutional Advisory first reported a position in Stem in Q3 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Stem position peaked at $314K in Q3 2021.
  • 193 funds tracked by Wall St. Rank held Stem as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.