RFG
STEM icon

RFP Financial Group’s Stem STEM Stock Holding History

RFP Financial 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
-11
Closed -$242 – 699
2024
Q2 		$242 Hold
11
– – ﹤0.01% 880
2024
Q1 		$477 Hold
11
– – ﹤0.01% 807
2023
Q4 		$846 Hold
11
– – ﹤0.01% 799
2023
Q3 		$924 Hold
11
– – ﹤0.01% 790
2023
Q2 		$1.25K Buy
+11
New +$1.09K ﹤0.01% 787
2023
Q1 		– Sell
-11
Closed -$1.95K – 844
2022
Q4 		$1.95K Buy
+11
New +$2.64K ﹤0.01% 661

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

RFP Financial Group's STEM Position: Q3 2024 in Review

RFP Financial Group sold out of Stem (STEM) in Q3 2024, closing a stake of 11 shares — an estimated $242 sold.

RFP Financial Group first reported a position in STEM in Q4 2022 and held it in 6 quarters. The position peaked at $1.95K in Q4 2022. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • RFP Financial Group reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 11 Stem shares in Q3 2024, an estimated $242.
  • RFP Financial Group first reported a position in Stem in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's Stem position peaked at $1.95K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.