PFS
STEM icon

Prospera Financial Services’s Stem STEM Stock Holding History

Prospera Financial Services’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
2024
Q4 		– Sell
-643
Closed -$4.46K – 1180
2024
Q3 		$4.46K Sell
643
-115
-15% -$1.81K ﹤0.01% 1115
2024
Q2 		$16.8K Sell
758
-170
-18% -$4.98K ﹤0.01% 1128
2024
Q1 		$40.6K Sell
928
-114
-11% -$6.34K ﹤0.01% 1080
2023
Q4 		$80.8K Sell
1,042
-161
-13% -$11.1K ﹤0.01% 1022
2023
Q3 		$102K Sell
1,203
-35
-3% -$4K ﹤0.01% 975
2023
Q2 		$142K Buy
1,238
+12
+1% +$1.19K 0.01% 967
2023
Q1 		$139K Buy
1,226
+17
+1% +$2.88K 0.01% 919
2022
Q4 		$216K Buy
1,209
+105
+10% +$25.2K 0.01% 822
2022
Q3 		$295K Buy
1,104
+944
+590% +$241K 0.02% 659
2022
Q2 		$23K Buy
160
+145
+967% +$24.1K ﹤0.01% 1184
2022
Q1 		$3K Buy
+15
New +$3.49K ﹤0.01% 2418

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Prospera Financial Services's STEM Position: Q4 2024 in Review

Prospera Financial Services sold out of Stem (STEM) in Q4 2024, closing a stake of 643 shares — an estimated $4.46K sold.

Prospera Financial Services first reported a position in STEM in Q1 2022 and held it in 11 quarters. The position peaked at $295K in Q3 2022. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

  • Prospera Financial Services reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
  • Prospera Financial Services sold 643 Stem shares in Q4 2024, an estimated $4.46K.
  • Prospera Financial Services first reported a position in Stem in Q1 2022 and held it in 11 quarters.
  • Prospera Financial Services's Stem position peaked at $295K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.