RG
STEM icon

Retirement Group’s Stem STEM Stock Holding History

Retirement 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
Q1 		$355 Hold
8
– – ﹤0.01% 781
2023
Q4 		$629 Sell
8
-8
-50% -$552 ﹤0.01% 732
2023
Q3 		$1.32K Hold
16
– – ﹤0.01% 617
2023
Q2 		$1.78K Hold
16
– – ﹤0.01% 626
2023
Q1 		$2K Buy
16
+8
+100% +$1.36K ﹤0.01% 605
2022
Q4 		$1K Hold
8
– – ﹤0.01% 603
2022
Q3 		$2K Hold
8
– – ﹤0.01% 415
2022
Q2 		$1K Hold
8
– – ﹤0.01% 710
2022
Q1 		$2K Buy
+8
New +$1.86K ﹤0.01% 640

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Retirement Group's STEM Position: Q1 2024 in Review

Retirement Group held its Stem (STEM) position steady in Q1 2024 at 8 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Retirement Group first reported a position in STEM in Q1 2022 and has held it in 9 quarters since. The position peaked at $2K in Q1 2023. 210 funds tracked by Wall St. Rank hold STEM as of Q1 2024.

  • Retirement Group held 8 shares of Stem worth $355 as of Q1 2024.
  • Retirement Group left its Stem share count unchanged in Q1 2024.
  • Stem made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #781 holding.
  • Retirement Group first reported a position in Stem in Q1 2022 and has held it in 9 quarters since.
  • Retirement Group's Stem position peaked at $2K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Stem as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.