Scotia Capital’s Stem STEM Stock Holding History

Scotia Capital’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 Q4	–	Sell	-505	Closed	-$3.51K	–	917
2024 Q3	$3.51K	Buy	+505	New	+$7.95K	﹤0.01%	834

Other funds holding STEM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Scotia Capital's STEM Position: Q4 2024 in Review

Scotia Capital sold out of Stem (STEM) in Q4 2024, closing a stake of 505 shares — an estimated $3.51K sold.

Scotia Capital first reported a position in STEM in Q3 2024 and held it in 1 quarter. The position peaked at $3.51K in Q3 2024. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

Scotia Capital reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
Scotia Capital sold 505 Stem shares in Q4 2024, an estimated $3.51K.
Scotia Capital first reported a position in Stem in Q3 2024 and held it in 1 quarter.
Scotia Capital's Stem position peaked at $3.51K in Q3 2024.
141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Scotia Capital's 13F filing for Q4 2024, filed 13 Feb 2025.