IGWM
STEM icon

ICA Group Wealth Management’s Stem STEM Stock Holding History

ICA Group Wealth Management’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
-5
Closed -$572 – 1089
2023
Q2 		$572 Hold
5
– – ﹤0.01% 1244
2023
Q1 		$567 Hold
5
– – ﹤0.01% 1188
2022
Q4 		$986 Buy
+5
New +$1.2K ﹤0.01% 1176

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

ICA Group Wealth Management's STEM Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Stem (STEM) in Q3 2023, closing a stake of 5 shares — an estimated $572 sold.

ICA Group Wealth Management first reported a position in STEM in Q4 2022 and held it in 3 quarters. The position peaked at $986 in Q4 2022. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 5 Stem shares in Q3 2023, an estimated $572.
  • ICA Group Wealth Management first reported a position in Stem in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Stem position peaked at $986 in Q4 2022.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.