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Mowery & Schoenfeld Wealth Management’s STMicroelectronics STM Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q2 		– Sell
-138
Closed -$5.97K – 219
2024
Q1 		$5.97K Hold
138
– – 0.01% 120
2023
Q4 		$6.92K Buy
+138
New +$6.18K 0.01% 122

Other funds holding STM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's STM Position: Q2 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of STMicroelectronics (STM) in Q2 2024, closing a stake of 138 shares — an estimated $5.97K sold.

Mowery & Schoenfeld Wealth Management first reported a position in STM in Q4 2023 and held it in 2 quarters. The position peaked at $6.92K in Q4 2023. 353 funds tracked by Wall St. Rank hold STM as of Q2 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining STMicroelectronics position as of Q2 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 138 STMicroelectronics shares in Q2 2024, an estimated $5.97K.
  • Mowery & Schoenfeld Wealth Management first reported a position in STMicroelectronics in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's STMicroelectronics position peaked at $6.92K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.