RIL
STEM icon

Rothschild Investment LLC’s Stem STEM Stock Holding History

Rothschild Investment 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
2024
Q3 		– Sell
-3
Closed -$72 – 2981
2024
Q2 		$72 Buy
+3
New +$88 ﹤0.01% 2776

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

Rothschild Investment LLC's STEM Position: Q3 2024 in Review

Rothschild Investment LLC sold out of Stem (STEM) in Q3 2024, closing a stake of 3 shares — an estimated $72 sold.

Rothschild Investment LLC first reported a position in STEM in Q2 2024 and held it in 1 quarter. The position peaked at $72 in Q2 2024. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Rothschild Investment LLC reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 3 Stem shares in Q3 2024, an estimated $72.
  • Rothschild Investment LLC first reported a position in Stem in Q2 2024 and held it in 1 quarter.
  • Rothschild Investment LLC's Stem position peaked at $72 in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Rothschild Investment LLC's 13F filing for Q3 2024, filed 18 Oct 2024.