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Invesco’s
Stem
STEM
Stock Holding History
Invesco’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
2025
Q2
–
Sell
-11,088
Closed
-$77.7K
–
3871
2025
Q1
$77.7K
Sell
11,088
-2,702
-20%
-$31.3K
﹤0.01%
3661
2024
Q4
$166K
Buy
13,790
+229
+2%
+$1.97K
﹤0.01%
3542
2024
Q3
$94.4K
Sell
13,561
-122,202
-90%
-$1.92M
﹤0.01%
3627
2024
Q2
$3.01M
Sell
135,763
-22,000
-14%
-$645K
﹤0.01%
2422
2024
Q1
$6.91M
Buy
157,763
+31,832
+25%
+$1.77M
﹤0.01%
2035
2023
Q4
$9.77M
Buy
125,931
+17,125
+16%
+$1.18M
﹤0.01%
1831
2023
Q3
$9.23M
Sell
108,806
-12,500
-10%
-$1.43M
﹤0.01%
1814
2023
Q2
$13.9M
Buy
121,306
+17,375
+17%
+$1.72M
﹤0.01%
1577
2023
Q1
$11.8M
Buy
103,931
+35,726
+52%
+$6.05M
﹤0.01%
1668
2022
Q4
$12.2M
Sell
68,205
-13,973
-17%
-$3.36M
﹤0.01%
1709
2022
Q3
$21.9M
Sell
82,178
-20,762
-20%
-$5.31M
0.01%
1261
2022
Q2
$14.7M
Sell
102,940
-782
-0.8%
-$130K
﹤0.01%
1571
2022
Q1
$22.8M
Sell
103,722
-77,683
-43%
-$18.1M
0.01%
1426
2021
Q4
$68.8M
Buy
181,405
+1,242
+0.7%
+$538K
0.02%
925
2021
Q3
$86.1M
Buy
180,163
+110,390
+158%
+$58.1M
0.02%
860
2021
Q2
$50.3M
Buy
69,773
+51,352
+279%
+$28M
0.01%
1077
2021
Q1
$9.79M
Buy
+18,421
New
+$11.8M
﹤0.01%
1959
Other funds holding STEM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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