LC
STEM icon

Lindbrook Capital’s Stem STEM Stock Holding History

Lindbrook Capital’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 		– Sell
-154
Closed -$6.75K – 2832
2024
Q1 		$6.75K Buy
154
+31
+25% +$1.72K ﹤0.01% 1764
2023
Q4 		$9.54K Buy
123
+119
+2,975% +$8.21K ﹤0.01% 1575
2023
Q3 		$314 Buy
+4
New +$457 ﹤0.01% 2603
2023
Q1 		– Sell
-8
Closed -$1.4K – 2907
2022
Q4 		$1.4K Buy
+8
New +$1.92K ﹤0.01% 2377
2021
Q3 		– Sell
-500
Closed -$360K – 1993
2021
Q2 		$360K Buy
+500
New +$272K 0.08% 105

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

Lindbrook Capital's STEM Position: Q2 2024 in Review

Lindbrook Capital sold out of Stem (STEM) in Q2 2024, closing a stake of 154 shares — an estimated $6.75K sold.

Lindbrook Capital first reported a position in STEM in Q2 2021 and held it in 5 quarters. The position peaked at $360K in Q2 2021. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Lindbrook Capital reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 154 Stem shares in Q2 2024, an estimated $6.75K.
  • Lindbrook Capital first reported a position in Stem in Q2 2021 and held it in 5 quarters.
  • Lindbrook Capital's Stem position peaked at $360K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.