LWM
STEM icon

Liberty Wealth Management’s Stem STEM Stock Holding History

Liberty 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
2021
Q4 		– Sell
-25
Closed -$12K – 983
2021
Q3 		$12K Hold
25
– – ﹤0.01% 793
2021
Q2 		$18K Buy
+25
New +$13.6K 0.01% 537

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

Liberty Wealth Management's STEM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Stem (STEM) in Q4 2021, closing a stake of 25 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in STEM in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Stem position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 25 Stem shares in Q4 2021, an estimated $12K.
  • Liberty Wealth Management first reported a position in Stem in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Stem position peaked at $18K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.