HBK Sorce Advisory’s Stem STEM Stock Holding History

HBK Sorce Advisory’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
2025 Q2	–	Sell	-847	Closed	-$5.93K	–	628
2025 Q1	$5.93K	Buy	847 +315	+59%	+$3.65K	﹤0.01%	589
2024 Q4	$6.42K	Buy	+532	New	+$4.58K	﹤0.01%	576

Other funds holding STEM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HBK Sorce Advisory's STEM Position: Q2 2025 in Review

HBK Sorce Advisory sold out of Stem (STEM) in Q2 2025, closing a stake of 847 shares — an estimated $5.93K sold.

HBK Sorce Advisory first reported a position in STEM in Q4 2024 and held it in 2 quarters. The position peaked at $6.42K in Q4 2024. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

HBK Sorce Advisory reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
HBK Sorce Advisory sold 847 Stem shares in Q2 2025, an estimated $5.93K.
HBK Sorce Advisory first reported a position in Stem in Q4 2024 and held it in 2 quarters.
HBK Sorce Advisory's Stem position peaked at $6.42K in Q4 2024.
81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on HBK Sorce Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.