MSFP
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Mark Sheptoff Financial Planning’s Stem STEM Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-8
Closed -$5K – 422
2021
Q2 		$5K Hold
8
– – ﹤0.01% 366
2021
Q1 		$4K Buy
+8
New +$5.14K ﹤0.01% 330

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's STEM Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Stem (STEM) in Q3 2021, closing a stake of 8 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in STEM in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 173 funds tracked by Wall St. Rank hold STEM as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Stem position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 8 Stem shares in Q3 2021, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Stem in Q1 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Stem position peaked at $5K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held Stem as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.