RFS
STEM icon

Retirement Financial Solutions’s Stem STEM Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-13
Closed -$2.23K – 219
2022
Q4 		$2.23K Buy
+13
New +$3.12K ﹤0.01% 208

Other funds holding STEM

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retirement Financial Solutions's STEM Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Stem (STEM) in Q1 2023, closing a stake of 13 shares — an estimated $2.23K sold.

Retirement Financial Solutions first reported a position in STEM in Q4 2022 and held it in 1 quarter. The position peaked at $2.23K in Q4 2022. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 13 Stem shares in Q1 2023, an estimated $2.23K.
  • Retirement Financial Solutions first reported a position in Stem in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Stem position peaked at $2.23K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.