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Insight Wealth Strategies’s Stem STEM Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-16,418
Closed -$1.27M – 181
2023
Q4 		$1.27M Buy
16,418
+7,838
+91% +$540K 0.21% 108
2023
Q3 		$728K Buy
8,580
+725
+9% +$82.8K 0.14% 106
2023
Q2 		$899K Buy
7,855
+212
+3% +$21K 0.17% 96
2023
Q1 		$867K Buy
7,643
+1,442
+23% +$244K 0.17% 94
2022
Q4 		$1.11M Buy
+6,201
New +$1.49M 0.21% 86

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Insight Wealth Strategies's STEM Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Stem (STEM) in Q1 2024, closing a stake of 16,418 shares — an estimated $1.27M sold.

Insight Wealth Strategies first reported a position in STEM in Q4 2022 and held it in 5 quarters. The position peaked at $1.27M in Q4 2023. 210 funds tracked by Wall St. Rank hold STEM as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Stem position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 16,418 Stem shares in Q1 2024, an estimated $1.27M.
  • Insight Wealth Strategies first reported a position in Stem in Q4 2022 and held it in 5 quarters.
  • Insight Wealth Strategies's Stem position peaked at $1.27M in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Stem as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.