PCS
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Personal CFO Solutions’s Stevanato STVN Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-11,603
Closed -$213K – 595
2024
Q2 		$213K Sell
11,603
-924
-7% -$21.5K 0.03% 488
2024
Q1 		$402K Buy
12,527
+341
+3% +$10.4K 0.06% 310
2023
Q4 		$333K Buy
12,186
+534
+5% +$15.4K 0.06% 344
2023
Q3 		$346K Sell
11,652
-1,185
-9% -$37.1K 0.07% 291
2023
Q2 		$416K Sell
12,837
-274
-2% -$7.69K 0.08% 247
2023
Q1 		$340K Sell
13,111
-1,326
-9% -$28.4K 0.07% 272
2022
Q4 		$259K Buy
14,437
+3,498
+32% +$58K 0.05% 345
2022
Q3 		$185K Buy
+10,939
New +$184K 0.05% 382

Other funds holding STVN

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
TLP
Tri Locum Partners New York $813M AUM 101.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Personal CFO Solutions's STVN Position: Q3 2024 in Review

Personal CFO Solutions sold out of Stevanato (STVN) in Q3 2024, closing a stake of 11,603 shares — an estimated $213K sold.

Personal CFO Solutions first reported a position in STVN in Q3 2022 and held it in 8 quarters. The position peaked at $416K in Q2 2023. 131 funds tracked by Wall St. Rank hold STVN as of Q3 2024.

  • Personal CFO Solutions reported no remaining Stevanato position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 11,603 Stevanato shares in Q3 2024, an estimated $213K.
  • Personal CFO Solutions first reported a position in Stevanato in Q3 2022 and held it in 8 quarters.
  • Personal CFO Solutions's Stevanato position peaked at $416K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Stevanato as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.