NAS
STEX

Nicolet Advisory Services’s Streamex Corp STEX Stock Holding History

Nicolet Advisory Services’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
Q2 		– Sell
-2,500
Closed -$26.8K – 311
2023
Q1 		$26.8K Buy
+2,500
New +$24.4K ﹤0.01% 281

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 $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 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 $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nicolet Advisory Services's STEX Position: Q2 2023 in Review

Nicolet Advisory Services sold out of Streamex Corp (STEX) in Q2 2023, closing a stake of 2,500 shares — an estimated $26.8K sold.

Nicolet Advisory Services first reported a position in STEX in Q1 2023 and held it in 1 quarter. The position peaked at $26.8K in Q1 2023. 54 funds tracked by Wall St. Rank hold STEX as of Q2 2023.

  • Nicolet Advisory Services reported no remaining Streamex Corp position as of Q2 2023 after selling out during the quarter.
  • Nicolet Advisory Services sold 2,500 Streamex Corp shares in Q2 2023, an estimated $26.8K.
  • Nicolet Advisory Services first reported a position in Streamex Corp in Q1 2023 and held it in 1 quarter.
  • Nicolet Advisory Services's Streamex Corp position peaked at $26.8K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2023.

Based on Nicolet Advisory Services's 13F filing for Q2 2023, filed 9 Aug 2023.