GWMIA
STEX

Global Wealth Management Investment Advisory’s Streamex Corp STEX Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-2,670
Closed -$12.7K – 179
2023
Q4 		$12.7K Hold
2,670
– – ﹤0.01% 279
2023
Q3 		$13.1K Hold
2,670
– – ﹤0.01% 277
2023
Q2 		$33.4K Buy
+2,670
New +$34.2K 0.01% 216

Other funds holding STEX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Global Wealth Management Investment Advisory sold out of Streamex Corp (STEX) in Q1 2024, closing a stake of 2,670 shares — an estimated $12.7K sold.

Global Wealth Management Investment Advisory first reported a position in STEX in Q2 2023 and held it in 3 quarters. The position peaked at $33.4K in Q2 2023. 29 funds tracked by Wall St. Rank hold STEX as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Streamex Corp position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 2,670 Streamex Corp shares in Q1 2024, an estimated $12.7K.
  • Global Wealth Management Investment Advisory first reported a position in Streamex Corp in Q2 2023 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Streamex Corp position peaked at $33.4K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2024.

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