SOA Wealth Advisors’s Steris STE Stock Holding History

SOA Wealth Advisors’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
2021 Q2	–	Sell	-3	Closed	–	–	963
2021 Q1	$0	Sell	3 -2	-40%	-$371	﹤0.01%	920
2020 Q4	$0	Buy	+5	New	+$933	﹤0.01%	884

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SOA Wealth Advisors's STE Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Steris (STE) in Q2 2021, closing a stake of 3 shares.

SOA Wealth Advisors first reported a position in STE in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 623 funds tracked by Wall St. Rank hold STE as of Q2 2021.

SOA Wealth Advisors reported no remaining Steris position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 3 Steris shares in Q2 2021.
SOA Wealth Advisors first reported a position in Steris in Q4 2020 and held it in 2 quarters.
SOA Wealth Advisors's Steris position peaked at $0 in Q1 2021.
623 funds tracked by Wall St. Rank held Steris as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.