Scarborough Advisors’s Stem STEM Stock Holding History

Scarborough Advisors’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 Q2	–	Sell	-15	Closed	-$657	–	460
2024 Q1	$657	Hold	15	–	–	﹤0.01%	356
2023 Q4	$1.16K	Buy	+15	New	+$1.03K	﹤0.01%	609

Other funds holding STEM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Scarborough Advisors's STEM Position: Q2 2024 in Review

Scarborough Advisors sold out of Stem (STEM) in Q2 2024, closing a stake of 15 shares — an estimated $657 sold.

Scarborough Advisors first reported a position in STEM in Q4 2023 and held it in 2 quarters. The position peaked at $1.16K in Q4 2023. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

Scarborough Advisors reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
Scarborough Advisors sold 15 Stem shares in Q2 2024, an estimated $657.
Scarborough Advisors first reported a position in Stem in Q4 2023 and held it in 2 quarters.
Scarborough Advisors's Stem position peaked at $1.16K in Q4 2023.
182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Scarborough Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.