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Global Wealth Management Investment Advisory’s Steris STE Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$110K – 392
2023
Q4 		$110K Buy
500
+275
+122% +$58.2K 0.03% 148
2023
Q3 		$49.4K Buy
+225
New +$50.9K 0.01% 192

Other funds holding STE

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's STE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Steris (STE) in Q1 2024, closing a stake of 500 shares — an estimated $110K sold.

Global Wealth Management Investment Advisory first reported a position in STE in Q3 2023 and held it in 2 quarters. The position peaked at $110K in Q4 2023. 726 funds tracked by Wall St. Rank hold STE as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Steris position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 500 Steris shares in Q1 2024, an estimated $110K.
  • Global Wealth Management Investment Advisory first reported a position in Steris in Q3 2023 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Steris position peaked at $110K in Q4 2023.
  • 726 funds tracked by Wall St. Rank held Steris as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.