PCS
STEX

Personal CFO Solutions’s Streamex Corp STEX Stock Holding History

Personal CFO Solutions’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,396
Closed -$6.63K – 549
2023
Q4 		$6.63K Hold
1,396
– – ﹤0.01% 511
2023
Q3 		$6.83K Hold
1,396
– – ﹤0.01% 455
2023
Q2 		$17.4K Buy
+1,396
New +$17.9K ﹤0.01% 467
2022
Q2 		– Sell
-1,396
Closed -$16K – 441
2022
Q1 		$16K Buy
+1,396
New +$22.3K ﹤0.01% 465

Other funds holding STEX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Personal CFO Solutions's STEX Position: Q1 2024 in Review

Personal CFO Solutions sold out of Streamex Corp (STEX) in Q1 2024, closing a stake of 1,396 shares — an estimated $6.63K sold.

Personal CFO Solutions first reported a position in STEX in Q1 2022 and held it in 4 quarters. The position peaked at $17.4K in Q2 2023. 29 funds tracked by Wall St. Rank hold STEX as of Q1 2024.

  • Personal CFO Solutions reported no remaining Streamex Corp position as of Q1 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 1,396 Streamex Corp shares in Q1 2024, an estimated $6.63K.
  • Personal CFO Solutions first reported a position in Streamex Corp in Q1 2022 and held it in 4 quarters.
  • Personal CFO Solutions's Streamex Corp position peaked at $17.4K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.