Scholtz & Company’s Stem STEM Stock Holding History

Scholtz & Company’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	-680	Closed	-$122K	–	48
2022 Q4	$122K	Sell	680 -81	-11%	-$19.5K	0.09%	45
2022 Q3	$204K	Buy	+761	New	+$195K	0.15%	43

Other funds holding STEM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

Scholtz & Company's STEM Position: Q1 2023 in Review

Scholtz & Company sold out of Stem (STEM) in Q1 2023, closing a stake of 680 shares — an estimated $122K sold.

Scholtz & Company first reported a position in STEM in Q3 2022 and held it in 2 quarters. The position peaked at $204K in Q3 2022. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

Scholtz & Company reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
Scholtz & Company sold 680 Stem shares in Q1 2023, an estimated $122K.
Scholtz & Company first reported a position in Stem in Q3 2022 and held it in 2 quarters.
Scholtz & Company's Stem position peaked at $204K in Q3 2022.
227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on Scholtz & Company's 13F filing for Q1 2023, filed 15 May 2023.