PWP
STEM icon

Pursue Wealth Partners’s Stem STEM Stock Holding History

Pursue Wealth Partners’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
2022
Q3 		– Sell
-960
Closed -$137K – 123
2022
Q2 		$137K Hold
960
– – 0.09% 110
2022
Q1 		$204K Sell
960
-180
-16% -$41.9K 0.08% 129
2021
Q4 		$433K Buy
+1,140
New +$494K 0.17% 93

Other funds holding STEM

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
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pursue Wealth Partners's STEM Position: Q3 2022 in Review

Pursue Wealth Partners sold out of Stem (STEM) in Q3 2022, closing a stake of 960 shares — an estimated $137K sold.

Pursue Wealth Partners first reported a position in STEM in Q4 2021 and held it in 3 quarters. The position peaked at $433K in Q4 2021. 219 funds tracked by Wall St. Rank hold STEM as of Q3 2022.

  • Pursue Wealth Partners reported no remaining Stem position as of Q3 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 960 Stem shares in Q3 2022, an estimated $137K.
  • Pursue Wealth Partners first reported a position in Stem in Q4 2021 and held it in 3 quarters.
  • Pursue Wealth Partners's Stem position peaked at $433K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Stem as of Q3 2022.

Based on Pursue Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.