Red Tortoise LLC’s Stem STEM Stock Holding History

Red Tortoise LLC’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 Q4	–	Sell	-18	Closed	-$1.5K	–	585
2023 Q3	$1.5K	Hold	18	–	–	﹤0.01%	497
2023 Q2	$2.03K	Buy	+18	New	+$1.79K	﹤0.01%	455

Other funds holding STEM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Red Tortoise LLC's STEM Position: Q4 2023 in Review

Red Tortoise LLC sold out of Stem (STEM) in Q4 2023, closing a stake of 18 shares — an estimated $1.5K sold.

Red Tortoise LLC first reported a position in STEM in Q2 2023 and held it in 2 quarters. The position peaked at $2.03K in Q2 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

Red Tortoise LLC reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
Red Tortoise LLC sold 18 Stem shares in Q4 2023, an estimated $1.5K.
Red Tortoise LLC first reported a position in Stem in Q2 2023 and held it in 2 quarters.
Red Tortoise LLC's Stem position peaked at $2.03K in Q2 2023.
222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Red Tortoise LLC's 13F filing for Q4 2023, filed 31 Jan 2024.