GVAG
STEX

Great Valley Advisor Group’s Streamex Corp STEX Stock Holding History

Great Valley Advisor Group’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
-1,837
Closed -$8.73K – 752
2023
Q4 		$8.73K Hold
1,837
– – ﹤0.01% 709
2023
Q3 		$8.99K Buy
+1,837
New +$13.8K ﹤0.01% 671

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 $71.6B AUM 21.08% 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 $74.2B AUM 21.09% 1-Year Est. Return

Great Valley Advisor Group's STEX Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Streamex Corp (STEX) in Q1 2024, closing a stake of 1,837 shares — an estimated $8.73K sold.

Great Valley Advisor Group first reported a position in STEX in Q3 2023 and held it in 2 quarters. The position peaked at $8.99K in Q3 2023. 29 funds tracked by Wall St. Rank hold STEX as of Q1 2024.

  • Great Valley Advisor Group reported no remaining Streamex Corp position as of Q1 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,837 Streamex Corp shares in Q1 2024, an estimated $8.73K.
  • Great Valley Advisor Group first reported a position in Streamex Corp in Q3 2023 and held it in 2 quarters.
  • Great Valley Advisor Group's Streamex Corp position peaked at $8.99K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.