IAG Wealth Partners’s Stem STEM Stock Holding History

IAG Wealth Partners’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 Q4	–	Sell	-35	Closed	-$2.97K	–	468
2023 Q3	$2.97K	Hold	35	–	–	﹤0.01%	386
2023 Q2	$4K	Hold	35	–	–	﹤0.01%	383
2023 Q1	$3.97K	Hold	35	–	–	﹤0.01%	396
2022 Q4	$6.26K	Buy	+35	New	+$8.41K	﹤0.01%	338

Other funds holding STEM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IAG Wealth Partners's STEM Position: Q4 2023 in Review

IAG Wealth Partners sold out of Stem (STEM) in Q4 2023, closing a stake of 35 shares — an estimated $2.97K sold.

IAG Wealth Partners first reported a position in STEM in Q4 2022 and held it in 4 quarters. The position peaked at $6.26K in Q4 2022. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

IAG Wealth Partners reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 35 Stem shares in Q4 2023, an estimated $2.97K.
IAG Wealth Partners first reported a position in Stem in Q4 2022 and held it in 4 quarters.
IAG Wealth Partners's Stem position peaked at $6.26K in Q4 2022.
222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.