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Optimum Investment Advisors’s Stevanato STVN Stock Holding History

Optimum Investment Advisors’s Portfolio STVN Stock Details STVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$32.1K – 657
2024
Q1 		$32.1K Hold
1,000
– – 0.01% 408
2023
Q4 		$27.3K Hold
1,000
– – 0.01% 410
2023
Q3 		$29.7K Hold
1,000
– – 0.02% 424
2023
Q2 		$32.4K Buy
+1,000
New +$28.1K 0.02% 419

Other funds holding STVN

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Optimum Investment Advisors's STVN Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Stevanato (STVN) in Q2 2024, closing a stake of 1,000 shares — an estimated $32.1K sold.

Optimum Investment Advisors first reported a position in STVN in Q2 2023 and held it in 4 quarters. The position peaked at $32.4K in Q2 2023. 134 funds tracked by Wall St. Rank hold STVN as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Stevanato position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Stevanato shares in Q2 2024, an estimated $32.1K.
  • Optimum Investment Advisors first reported a position in Stevanato in Q2 2023 and held it in 4 quarters.
  • Optimum Investment Advisors's Stevanato position peaked at $32.4K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Stevanato as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.