IFAM
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Institutional & Family Asset Management’s Stem STEM Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-12
Closed -$6K – 918
2021
Q3 		$6K Buy
+12
New +$6.31K ﹤0.01% 637

Other funds holding STEM

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
William Blair Investment Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Institutional & Family Asset Management's STEM Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Stem (STEM) in Q4 2021, closing a stake of 12 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in STEM in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Stem position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 12 Stem shares in Q4 2021, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in Stem in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Stem position peaked at $6K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.