SPC
STEM icon

Sigma Planning Corp’s Stem STEM Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-1,800
Closed -$40K – 1273
2024
Q2 		$40K Buy
1,800
+752
+72% +$22K ﹤0.01% 1162
2024
Q1 		$45.9K Buy
1,048
+359
+52% +$20K ﹤0.01% 1198
2023
Q4 		$53.4K Sell
689
-315
-31% -$21.7K ﹤0.01% 824
2023
Q3 		$85.1K Sell
1,004
-74
-7% -$8.45K ﹤0.01% 1144
2023
Q2 		$123K Buy
1,078
+159
+17% +$15.8K ﹤0.01% 1139
2023
Q1 		$104K Buy
+919
New +$156K ﹤0.01% 1235
2022
Q1 		– Sell
-731
Closed -$277K – 1489
2021
Q4 		$277K Sell
731
-441
-38% -$191K 0.01% 1125
2021
Q3 		$560K Buy
1,172
+10
+0.9% +$5.26K 0.02% 767
2021
Q2 		$837K Buy
1,162
+100
+9% +$54.4K 0.02% 621
2021
Q1 		$565K Buy
+1,062
New +$682K 0.02% 719

Other funds holding STEM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Sigma Planning Corp's STEM Position: Q3 2024 in Review

Sigma Planning Corp sold out of Stem (STEM) in Q3 2024, closing a stake of 1,800 shares — an estimated $40K sold.

Sigma Planning Corp first reported a position in STEM in Q1 2021 and held it in 10 quarters. The position peaked at $837K in Q2 2021. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Sigma Planning Corp reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 1,800 Stem shares in Q3 2024, an estimated $40K.
  • Sigma Planning Corp first reported a position in Stem in Q1 2021 and held it in 10 quarters.
  • Sigma Planning Corp's Stem position peaked at $837K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.