R.H. Bluestein & Co’s Stem STEM Stock Holding History

R.H. Bluestein & Co’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 Q4	–	Sell	-675	Closed	-$323K	–	423
2021 Q3	$323K	Buy	+675	New	+$355K	0.01%	304

Other funds holding STEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

R.H. Bluestein & Co's STEM Position: Q4 2021 in Review

R.H. Bluestein & Co sold out of Stem (STEM) in Q4 2021, closing a stake of 675 shares — an estimated $323K sold.

R.H. Bluestein & Co first reported a position in STEM in Q3 2021 and held it in 1 quarter. The position peaked at $323K in Q3 2021. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

R.H. Bluestein & Co reported no remaining Stem position as of Q4 2021 after selling out during the quarter.
R.H. Bluestein & Co sold 675 Stem shares in Q4 2021, an estimated $323K.
R.H. Bluestein & Co first reported a position in Stem in Q3 2021 and held it in 1 quarter.
R.H. Bluestein & Co's Stem position peaked at $323K in Q3 2021.
204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

Based on R.H. Bluestein & Co's 13F filing for Q4 2021, filed 14 Feb 2022.