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Motive Wealth Advisors’s Steris STE Stock Holding History

Motive Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,720
Closed -$561K – 80
2022
Q2 		$561K Sell
2,720
-17
-0.6% -$3.83K 0.44% 42
2022
Q1 		$662K Sell
2,737
-474
-15% -$110K 0.45% 45
2021
Q4 		$782K Sell
3,211
-111
-3% -$25.4K 0.47% 41
2021
Q3 		$679K Sell
3,322
-29
-0.9% -$6.21K 0.46% 47
2021
Q2 		$691K Buy
+3,351
New +$675K 0.49% 47

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Motive Wealth Advisors's STE Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Steris (STE) in Q3 2022, closing a stake of 2,720 shares — an estimated $561K sold.

Motive Wealth Advisors first reported a position in STE in Q2 2021 and held it in 5 quarters. The position peaked at $782K in Q4 2021. 637 funds tracked by Wall St. Rank hold STE as of Q3 2022.

  • Motive Wealth Advisors reported no remaining Steris position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 2,720 Steris shares in Q3 2022, an estimated $561K.
  • Motive Wealth Advisors first reported a position in Steris in Q2 2021 and held it in 5 quarters.
  • Motive Wealth Advisors's Steris position peaked at $782K in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Steris as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.