Howe & Rusling’s Stem STEM Stock Holding History

Howe & Rusling’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
2021 Q4	–	Sell	-5	Closed	-$2K	–	1064
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	878
2021 Q2	$3K	Buy	+5	New	+$2.72K	﹤0.01%	764

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Howe & Rusling's STEM Position: Q4 2021 in Review

Howe & Rusling sold out of Stem (STEM) in Q4 2021, closing a stake of 5 shares — an estimated $2K sold.

Howe & Rusling first reported a position in STEM in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

Howe & Rusling reported no remaining Stem position as of Q4 2021 after selling out during the quarter.
Howe & Rusling sold 5 Stem shares in Q4 2021, an estimated $2K.
Howe & Rusling first reported a position in Stem in Q2 2021 and held it in 2 quarters.
Howe & Rusling's Stem position peaked at $3K in Q2 2021.
204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.