MWM
STEM icon

Meridian Wealth Management’s Stem STEM Stock Holding History

Meridian 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
2024
Q3 		– Sell
-519
Closed -$11.5K – 632
2024
Q2 		$11.5K Buy
+519
New +$15.2K ﹤0.01% 289
2024
Q1 		– Sell
-534
Closed -$41.4K – 497
2023
Q4 		$41.4K Buy
534
+9
+2% +$621 ﹤0.01% 589
2023
Q3 		$44.5K Hold
525
– – ﹤0.01% 534
2023
Q2 		$60.1K Buy
+525
New +$52.1K 0.01% 537

Other funds holding STEM

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
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Meridian Wealth Management's STEM Position: Q3 2024 in Review

Meridian Wealth Management sold out of Stem (STEM) in Q3 2024, closing a stake of 519 shares — an estimated $11.5K sold.

Meridian Wealth Management first reported a position in STEM in Q2 2023 and held it in 4 quarters. The position peaked at $60.1K in Q2 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Meridian Wealth Management reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 519 Stem shares in Q3 2024, an estimated $11.5K.
  • Meridian Wealth Management first reported a position in Stem in Q2 2023 and held it in 4 quarters.
  • Meridian Wealth Management's Stem position peaked at $60.1K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Meridian Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.