Mark Sheptoff Financial Planning’s STMicroelectronics STM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio STM Stock Details STM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-400	Closed	-$15.7K	–	459
2024 Q2	$15.7K	Hold	400	–	–	0.01%	273
2024 Q1	$17.3K	Hold	400	–	–	0.01%	248
2023 Q4	$20.1K	Sell	400 -100	-20%	-$4.47K	0.01%	228
2023 Q3	$21.6K	Sell	500 -5,500	-92%	-$262K	0.01%	202
2023 Q2	$300K	Hold	6,000	–	–	0.17%	75
2023 Q1	$321K	Buy	+6,000	New	+$280K	0.19%	76
2018 Q4	–	Sell	-6,175	Closed	-$113K	–	356
2018 Q3	$113K	Buy	6,175 +1,400	+29%	+$29K	0.08%	125
2018 Q2	$106K	Sell	4,775 -1,550	-25%	-$36K	0.08%	122
2018 Q1	$141K	Buy	6,325 +1,600	+34%	+$37.3K	0.1%	116
2017 Q4	$103K	Buy	4,725 +700	+17%	+$15.5K	0.07%	135
2017 Q3	$78K	Buy	4,025 +1,500	+59%	+$25.9K	0.05%	157
2017 Q2	$36K	Sell	2,525 -1	-0%	-$16	0.02%	194
2017 Q1	$39K	Buy	+2,526	New	+$35.2K	0.03%	189

Other funds holding STM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's STM Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of STMicroelectronics (STM) in Q3 2024, closing a stake of 400 shares — an estimated $15.7K sold.

Mark Sheptoff Financial Planning first reported a position in STM in Q1 2017 and held it in 13 quarters. The position peaked at $321K in Q1 2023. 329 funds tracked by Wall St. Rank hold STM as of Q3 2024.

Mark Sheptoff Financial Planning reported no remaining STMicroelectronics position as of Q3 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 400 STMicroelectronics shares in Q3 2024, an estimated $15.7K.
Mark Sheptoff Financial Planning first reported a position in STMicroelectronics in Q1 2017 and held it in 13 quarters.
Mark Sheptoff Financial Planning's STMicroelectronics position peaked at $321K in Q1 2023.
329 funds tracked by Wall St. Rank held STMicroelectronics as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.