HPWA
STEM icon

Hall Private Wealth Advisors’s Stem STEM Stock Holding History

Hall Private Wealth Advisors’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
2023
Q3 		– Sell
-890
Closed -$102K – 45
2023
Q2 		$102K Buy
890
+128
+17% +$12.7K 0.06% 44
2023
Q1 		$86.4K Buy
762
+10
+1% +$1.7K 0.05% 51
2022
Q4 		$134K Buy
752
+1
+0.1% +$240 0.08% 45
2022
Q3 		$200K Buy
751
+2
+0.3% +$512 0.12% 36
2022
Q2 		$107K Hold
749
– – 0.06% 40
2022
Q1 		$165K Buy
749
+193
+35% +$44.9K 0.09% 49
2021
Q4 		$211K Buy
+556
New +$241K 0.13% 44

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Hall Private Wealth Advisors's STEM Position: Q3 2023 in Review

Hall Private Wealth Advisors sold out of Stem (STEM) in Q3 2023, closing a stake of 890 shares — an estimated $102K sold.

Hall Private Wealth Advisors first reported a position in STEM in Q4 2021 and held it in 7 quarters. The position peaked at $211K in Q4 2021. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • Hall Private Wealth Advisors reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
  • Hall Private Wealth Advisors sold 890 Stem shares in Q3 2023, an estimated $102K.
  • Hall Private Wealth Advisors first reported a position in Stem in Q4 2021 and held it in 7 quarters.
  • Hall Private Wealth Advisors's Stem position peaked at $211K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.