JFGIW
STEX

Johnson Financial Group Inc (Wisconsin)’s Streamex Corp STEX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$6.25K – 643
2023
Q2 		$6.25K Hold
500
– – ﹤0.01% 566
2023
Q1 		$5.7K Buy
+500
New +$4.89K ﹤0.01% 549
2020
Q4 		– Sell
-200
Closed -$10K – 494
2020
Q3 		$10K Buy
+200
New +$14.8K ﹤0.01% 377

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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s STEX Position: Q3 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Streamex Corp (STEX) in Q3 2023, closing a stake of 500 shares — an estimated $6.25K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in STEX in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q3 2020. 51 funds tracked by Wall St. Rank hold STEX as of Q3 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Streamex Corp position as of Q3 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 500 Streamex Corp shares in Q3 2023, an estimated $6.25K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Streamex Corp in Q3 2020 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Streamex Corp position peaked at $10K in Q3 2020.
  • 51 funds tracked by Wall St. Rank held Streamex Corp as of Q3 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2023, filed 14 Nov 2023.