Phoenix Financial’s Stem STEM Stock Holding History

Phoenix Financial’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
2021 Q1	–	Sell	-10,000	Closed	-$4.06M	–	472
2020 Q4	$4.06M	Buy	+10,000	New	+$2.52M	0.11%	152

Other funds holding STEM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

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

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

ECA

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

Phoenix Financial's STEM Position: Q1 2021 in Review

Phoenix Financial sold out of Stem (STEM) in Q1 2021, closing a stake of 10,000 shares — an estimated $4.06M sold.

Phoenix Financial first reported a position in STEM in Q4 2020 and held it in 1 quarter. The position peaked at $4.06M in Q4 2020. 110 funds tracked by Wall St. Rank hold STEM as of Q1 2021.

Phoenix Financial reported no remaining Stem position as of Q1 2021 after selling out during the quarter.
Phoenix Financial sold 10,000 Stem shares in Q1 2021, an estimated $4.06M.
Phoenix Financial first reported a position in Stem in Q4 2020 and held it in 1 quarter.
Phoenix Financial's Stem position peaked at $4.06M in Q4 2020.
110 funds tracked by Wall St. Rank held Stem as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.