OIA
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Optimum Investment Advisors’s Stem STEM Stock Holding History

Optimum Investment Advisors’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
-25
Closed -$555 – 659
2024
Q2 		$555 Hold
25
– – ﹤0.01% 620
2024
Q1 		$1.09K Hold
25
– – ﹤0.01% 614
2023
Q4 		$1.94K Hold
25
– – ﹤0.01% 591
2023
Q3 		$2.12K Hold
25
– – ﹤0.01% 645
2023
Q2 		$2.86K Hold
25
– – ﹤0.01% 641
2023
Q1 		$2.83K Hold
25
– – ﹤0.01% 660
2022
Q4 		$4.47K Hold
25
– – ﹤0.01% 638
2022
Q3 		$7K Hold
25
– – ﹤0.01% 623
2022
Q2 		$4K Hold
25
– – ﹤0.01% 714
2022
Q1 		$6K Hold
25
– – ﹤0.01% 719
2021
Q4 		$9K Hold
25
– – ﹤0.01% 688
2021
Q3 		$12K Hold
25
– – 0.01% 666
2021
Q2 		$18K Buy
+25
New +$13.6K 0.01% 676

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

Optimum Investment Advisors's STEM Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Stem (STEM) in Q3 2024, closing a stake of 25 shares — an estimated $555 sold.

Optimum Investment Advisors first reported a position in STEM in Q2 2021 and held it in 13 quarters. The position peaked at $18K in Q2 2021. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Optimum Investment Advisors reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 25 Stem shares in Q3 2024, an estimated $555.
  • Optimum Investment Advisors first reported a position in Stem in Q2 2021 and held it in 13 quarters.
  • Optimum Investment Advisors's Stem position peaked at $18K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.