JWM
STEM icon

Janiczek Wealth Management’s Stem STEM Stock Holding History

Janiczek 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
2024
Q2 		$600 Hold
27
– – ﹤0.01% 989
2024
Q1 		$1.18K Hold
27
– – ﹤0.01% 923
2023
Q4 		$2.1K Hold
27
– – ﹤0.01% 852
2023
Q3 		$2.29K Hold
27
– – ﹤0.01% 819
2023
Q2 		$3.09K Hold
27
– – ﹤0.01% 720
2023
Q1 		$2.53K Buy
+27
New +$4.58K ﹤0.01% 742

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Janiczek Wealth Management's STEM Position: Q2 2024 in Review

Janiczek Wealth Management held its Stem (STEM) position steady in Q2 2024 at 27 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Janiczek Wealth Management first reported a position in STEM in Q1 2023 and has held it in 6 quarters since. The position peaked at $3.09K in Q2 2023. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Janiczek Wealth Management held 27 shares of Stem worth $600 as of Q2 2024.
  • Janiczek Wealth Management left its Stem share count unchanged in Q2 2024.
  • Stem made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #989 holding.
  • Janiczek Wealth Management first reported a position in Stem in Q1 2023 and has held it in 6 quarters since.
  • Janiczek Wealth Management's Stem position peaked at $3.09K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.