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Independent Wealth Network’s Steris STE Stock Holding History

Independent Wealth Network’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-861
Closed -$210K – 239
2021
Q4 		$210K Buy
+861
New +$197K 0.13% 188

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Wealth Network's STE Position: Q1 2022 in Review

Independent Wealth Network sold out of Steris (STE) in Q1 2022, closing a stake of 861 shares — an estimated $210K sold.

Independent Wealth Network first reported a position in STE in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 645 funds tracked by Wall St. Rank hold STE as of Q1 2022.

  • Independent Wealth Network reported no remaining Steris position as of Q1 2022 after selling out during the quarter.
  • Independent Wealth Network sold 861 Steris shares in Q1 2022, an estimated $210K.
  • Independent Wealth Network first reported a position in Steris in Q4 2021 and held it in 1 quarter.
  • Independent Wealth Network's Steris position peaked at $210K in Q4 2021.
  • 645 funds tracked by Wall St. Rank held Steris as of Q1 2022.

Based on Independent Wealth Network's 13F filing for Q1 2022, filed 20 Apr 2022.