S
STEM icon

SignatureFD’s Stem STEM Stock Holding History

SignatureFD’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
Q2 		– Sell
-117
Closed -$5.12K – 3251
2024
Q1 		$5.12K Buy
117
+109
+1,363% +$6.06K ﹤0.01% 2529
2023
Q4 		$609 Sell
8
-27
-77% -$1.86K ﹤0.01% 2956
2023
Q3 		$2.93K Buy
35
+1
+3% +$114 ﹤0.01% 2676
2023
Q2 		$3.85K Buy
34
+31
+1,033% +$3.08K ﹤0.01% 2604
2023
Q1 		$295 Buy
3
+1
+50% +$169 ﹤0.01% 3151
2022
Q4 		$358 Hold
2
– – ﹤0.01% 3144
2022
Q3 		$1K Hold
2
– – ﹤0.01% 3039
2022
Q2 		$0 Hold
2
– – ﹤0.01% 3340
2022
Q1 		$0 Buy
2
+1
+100% +$233 ﹤0.01% 3322
2021
Q4 		$0 Hold
1
– – ﹤0.01% 3269
2021
Q3 		$0 Hold
1
– – ﹤0.01% 3202
2021
Q2 		$1K Hold
1
– – ﹤0.01% 2828
2021
Q1 		$1K Buy
+1
New +$642 ﹤0.01% 2679

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SignatureFD's STEM Position: Q2 2024 in Review

SignatureFD sold out of Stem (STEM) in Q2 2024, closing a stake of 117 shares — an estimated $5.12K sold.

SignatureFD first reported a position in STEM in Q1 2021 and held it in 13 quarters. The position peaked at $5.12K in Q1 2024. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • SignatureFD reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • SignatureFD sold 117 Stem shares in Q2 2024, an estimated $5.12K.
  • SignatureFD first reported a position in Stem in Q1 2021 and held it in 13 quarters.
  • SignatureFD's Stem position peaked at $5.12K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on SignatureFD's 13F filing for Q2 2024, filed 29 Jul 2024.