MC
STEX

Mayo Clinic’s Streamex Corp STEX Stock Holding History

Mayo Clinic’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
-10,089
Closed -$126K – 10
2023
Q2 		$126K Hold
10,089
– – 0.13% 10
2023
Q1 		$115K Hold
10,089
– – 0.09% 10
2022
Q4 		$42.4K Buy
+10,089
New +$49.9K 0.02% 11
2021
Q2 		$389K Hold
10,089
– – 0.43% 8
2021
Q1 		$435K Hold
10,089
– – 0.5% 7
2020
Q4 		$393K Hold
10,089
– – 0.47% 8
2020
Q3 		$4.97M Sell
10,089
-5,549
-35% -$411K 6.7% 5
2020
Q2 		$1.13M Sell
15,638
-4,620
-23% -$402K 1.08% 6
2020
Q1 		$849K Hold
20,258
– – 2.15% 4
2019
Q4 		$1.2M Buy
+20,258
New +$1.37M 1.36% 4

Other funds holding STEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.54B AUM 24.82% 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 $860B AUM 41.15% 1-Year Est. Return

Mayo Clinic's STEX Position: Q3 2023 in Review

Mayo Clinic sold out of Streamex Corp (STEX) in Q3 2023, closing a stake of 10,089 shares — an estimated $126K sold.

Mayo Clinic first reported a position in STEX in Q4 2019 and held it in 10 quarters. The position peaked at $4.97M in Q3 2020. 51 funds tracked by Wall St. Rank hold STEX as of Q3 2023.

  • Mayo Clinic reported no remaining Streamex Corp position as of Q3 2023 after selling out during the quarter.
  • Mayo Clinic sold 10,089 Streamex Corp shares in Q3 2023, an estimated $126K.
  • Mayo Clinic first reported a position in Streamex Corp in Q4 2019 and held it in 10 quarters.
  • Mayo Clinic's Streamex Corp position peaked at $4.97M in Q3 2020.
  • 51 funds tracked by Wall St. Rank held Streamex Corp as of Q3 2023.

Based on Mayo Clinic's 13F filing for Q3 2023, filed 14 Nov 2023.