SFA
STEM icon

Sequoia Financial Advisors’s Stem STEM Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-600
Closed -$46.6K – 1276
2023
Q4 		$46.6K Sell
600
-50
-8% -$3.45K ﹤0.01% 1179
2023
Q3 		$55.1K Buy
+650
New +$74.2K ﹤0.01% 938

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sequoia Financial Advisors's STEM Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Stem (STEM) in Q1 2024, closing a stake of 600 shares — an estimated $46.6K sold.

Sequoia Financial Advisors first reported a position in STEM in Q3 2023 and held it in 2 quarters. The position peaked at $55.1K in Q3 2023. 210 funds tracked by Wall St. Rank hold STEM as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining Stem position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 600 Stem shares in Q1 2024, an estimated $46.6K.
  • Sequoia Financial Advisors first reported a position in Stem in Q3 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's Stem position peaked at $55.1K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held Stem as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.