PA
STEM icon

Parallel Advisors’s Stem STEM Stock Holding History

Parallel 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
Q2 		– Sell
-27
Closed -$1.16K – 3418
2024
Q1 		$1.16K Buy
27
+20
+286% +$1.11K ﹤0.01% 2913
2023
Q4 		$535 Sell
7
-8
-53% -$552 ﹤0.01% 3048
2023
Q3 		$1.24K Buy
15
+3
+25% +$343 ﹤0.01% 2938
2023
Q2 		$1.41K Buy
12
+7
+140% +$695 ﹤0.01% 2851
2023
Q1 		$561 Hold
5
– – ﹤0.01% 3088
2022
Q4 		$876 Buy
5
+3
+150% +$721 ﹤0.01% 2930
2022
Q3 		$1K Hold
2
– – ﹤0.01% 3023
2022
Q2 		$0 Buy
+2
New +$333 ﹤0.01% 3351
2021
Q3 		– Sell
-34
Closed -$24K – 3260
2021
Q2 		$24K Buy
34
+30
+750% +$16.3K ﹤0.01% 1587
2021
Q1 		$2K Buy
+4
New +$2.57K ﹤0.01% 2521

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Parallel Advisors's STEM Position: Q2 2024 in Review

Parallel Advisors sold out of Stem (STEM) in Q2 2024, closing a stake of 27 shares — an estimated $1.16K sold.

Parallel Advisors first reported a position in STEM in Q1 2021 and held it in 10 quarters. The position peaked at $24K in Q2 2021. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Parallel Advisors reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Parallel Advisors sold 27 Stem shares in Q2 2024, an estimated $1.16K.
  • Parallel Advisors first reported a position in Stem in Q1 2021 and held it in 10 quarters.
  • Parallel Advisors's Stem position peaked at $24K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Parallel Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.