RWMG
STEM icon

Redwood Wealth Management Group’s Stem STEM Stock Holding History

Redwood Wealth Management Group’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
-274
Closed -$6.07K – 970
2024
Q2 		$6.07K Buy
+274
New +$8.03K ﹤0.01% 697

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Redwood Wealth Management Group's STEM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Stem (STEM) in Q3 2024, closing a stake of 274 shares — an estimated $6.07K sold.

Redwood Wealth Management Group first reported a position in STEM in Q2 2024 and held it in 1 quarter. The position peaked at $6.07K in Q2 2024. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 274 Stem shares in Q3 2024, an estimated $6.07K.
  • Redwood Wealth Management Group first reported a position in Stem in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Stem position peaked at $6.07K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.