SWM
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SeaCrest Wealth Management’s Steris STE Stock Holding History

SeaCrest Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-781
Closed -$161K – 1408
2022
Q2 		$161K Sell
781
-56
-7% -$12.6K 0.02% 689
2022
Q1 		$202K Sell
837
-5
-0.6% -$1.16K 0.02% 654
2021
Q4 		$205K Buy
+842
New +$192K 0.02% 646
2019
Q1 		– Sell
-690
Closed -$74K – 2227
2018
Q4 		$74K Sell
690
-457
-40% -$51K 0.02% 773
2018
Q3 		$131K Buy
1,147
+791
+222% +$89.4K 0.02% 657
2018
Q2 		$37K Hold
356
– – 0.01% 1108
2018
Q1 		$33K Buy
356
+60
+20% +$5.46K 0.01% 1137
2017
Q4 		$26K Buy
+296
New +$26.4K ﹤0.01% 1237

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State Street
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APG Asset Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return