Raymond James Financial Services Advisors’s Stem STEM Stock Holding History

Raymond James Financial Services Advisors’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 Q3	–	Sell	-856	Closed	-$19K	–	3556
2024 Q2	$19K	Sell	856 -335	-28%	-$9.82K	﹤0.01%	3350
2024 Q1	$52.1K	Buy	+1,191	New	+$66.2K	﹤0.01%	3291
2023 Q4	–	Sell	-1,085	Closed	-$92K	–	3422
2023 Q3	$92K	Buy	1,085 +17	+2%	+$1.94K	﹤0.01%	3086
2023 Q2	$122K	Sell	1,068 -420	-28%	-$41.7K	﹤0.01%	3032
2023 Q1	$169K	Buy	1,488 +437	+42%	+$74.1K	﹤0.01%	2961
2022 Q4	$188K	Sell	1,051 -600	-36%	-$144K	﹤0.01%	2884
2022 Q3	$440K	Sell	1,651 -1,892	-53%	-$484K	﹤0.01%	2328
2022 Q2	$507K	Buy	3,543 +2,257	+176%	+$375K	﹤0.01%	2264
2022 Q1	$283K	Buy	+1,286	New	+$299K	﹤0.01%	2747
2021 Q4	–	Sell	-520	Closed	-$248K	–	3433
2021 Q3	$248K	Buy	520 +90	+21%	+$47.3K	﹤0.01%	2824
2021 Q2	$310K	Buy	+430	New	+$234K	﹤0.01%	2699

Other funds holding STEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial Services Advisors's STEM Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Stem (STEM) in Q3 2024, closing a stake of 856 shares — an estimated $19K sold.

Raymond James Financial Services Advisors first reported a position in STEM in Q2 2021 and held it in 11 quarters. The position peaked at $507K in Q2 2022. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 856 Stem shares in Q3 2024, an estimated $19K.
Raymond James Financial Services Advisors first reported a position in Stem in Q2 2021 and held it in 11 quarters.
Raymond James Financial Services Advisors's Stem position peaked at $507K in Q2 2022.
149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.