Gradient Investments’s Stem STEM Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-3	Closed	-$58	–	1152
2024 Q2	$58	Buy	+3	New	+$88	﹤0.01%	1334
2023 Q2	–	Sell	-12	Closed	-$1.34K	–	1873
2023 Q1	$1.34K	Hold	12	–	–	﹤0.01%	1162
2022 Q4	$2.12K	Hold	12	–	–	﹤0.01%	1075
2022 Q3	$3K	Hold	12	–	–	﹤0.01%	1089
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	1073
2022 Q1	$3K	Hold	12	–	–	﹤0.01%	991
2021 Q4	$4K	Buy	+12	New	+$5.2K	﹤0.01%	977

Other funds holding STEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Gradient Investments's STEM Position: Q3 2024 in Review

Gradient Investments sold out of Stem (STEM) in Q3 2024, closing a stake of 3 shares — an estimated $58 sold.

Gradient Investments first reported a position in STEM in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

Gradient Investments reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 3 Stem shares in Q3 2024, an estimated $58.
Gradient Investments first reported a position in Stem in Q4 2021 and held it in 7 quarters.
Gradient Investments's Stem position peaked at $4K in Q4 2021.
149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.