Pathstone Family Office’s Stem STEM Stock Holding History

Pathstone Family Office’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
2023 Q1	–	Sell	-1,415	Closed	-$277K	–	1479
2022 Q4	$277K	Buy	+1,415	New	+$340K	﹤0.01%	1273

Other funds holding STEM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathstone Family Office's STEM Position: Q1 2023 in Review

Pathstone Family Office sold out of Stem (STEM) in Q1 2023, closing a stake of 1,415 shares — an estimated $277K sold.

Pathstone Family Office first reported a position in STEM in Q4 2022 and held it in 1 quarter. The position peaked at $277K in Q4 2022. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

Pathstone Family Office reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 1,415 Stem shares in Q1 2023, an estimated $277K.
Pathstone Family Office first reported a position in Stem in Q4 2022 and held it in 1 quarter.
Pathstone Family Office's Stem position peaked at $277K in Q4 2022.
227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.