HGERS
STEM icon

Householder Group Estate & Retirement Specialist’s Stem STEM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-15
Closed – – 1134
2024
Q3 		$0 Buy
+15
New +$236 ﹤0.01% 1317
2024
Q2 		– Sell
-15
Closed -$657 – 1330
2024
Q1 		$657 Sell
15
-319
-96% -$17.7K ﹤0.01% 1141
2023
Q4 		$25K Sell
334
-172
-34% -$11.9K 0.01% 594
2023
Q3 		$42.9K Buy
+506
New +$57.8K 0.02% 476
2023
Q1 		$56K Buy
495
+20
+4% +$3.39K 0.02% 425
2022
Q4 		$84K Buy
475
+3
+0.6% +$721 0.13% 85
2022
Q3 		$126K Buy
+472
New +$121K 0.05% 229

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's STEM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Stem (STEM) in Q4 2024, closing a stake of 15 shares.

Householder Group Estate & Retirement Specialist first reported a position in STEM in Q3 2022 and held it in 7 quarters. The position peaked at $126K in Q3 2022. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 15 Stem shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Stem in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Stem position peaked at $126K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.