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	-708	Closed	-$138K	–	1357
2022 Q4	$138K	Buy	+708	New	+$170K	﹤0.01%	1144

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 $6.73T AUM 46.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 708 shares — an estimated $138K sold.

Pathstone Family Office first reported a position in STEM in Q4 2022 and held it in 1 quarter. The position peaked at $138K 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 708 Stem shares in Q1 2023, an estimated $138K.
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 $138K 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.