PFG
STEM icon

Piershale Financial Group’s Stem STEM Stock Holding History

Piershale Financial Group’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
Q2 		$2.57K Hold
23
– – ﹤0.01% 210
2023
Q1 		$2.55K Buy
23
+8
+53% +$1.36K ﹤0.01% 226
2022
Q4 		$2.68K Buy
+15
New +$3.6K ﹤0.01% 230

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Piershale Financial Group's STEM Position: Q2 2023 in Review

Piershale Financial Group held its Stem (STEM) position steady in Q2 2023 at 23 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Piershale Financial Group first reported a position in STEM in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.68K in Q4 2022. 225 funds tracked by Wall St. Rank hold STEM as of Q2 2023.

  • Piershale Financial Group held 23 shares of Stem worth $2.57K as of Q2 2023.
  • Piershale Financial Group left its Stem share count unchanged in Q2 2023.
  • Stem made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #210 holding.
  • Piershale Financial Group first reported a position in Stem in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Stem position peaked at $2.68K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Stem as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.