Spire Wealth Management’s Stem STEM Stock Holding History

Spire Wealth Management’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
2021 Q2	–	Sell	-20	Closed	-$11K	–	2943
2021 Q1	$11K	Buy	+20	New	+$12.8K	﹤0.01%	2389

Other funds holding STEM

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spire Wealth Management's STEM Position: Q2 2021 in Review

Spire Wealth Management sold out of Stem (STEM) in Q2 2021, closing a stake of 20 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in STEM in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 168 funds tracked by Wall St. Rank hold STEM as of Q2 2021.

Spire Wealth Management reported no remaining Stem position as of Q2 2021 after selling out during the quarter.
Spire Wealth Management sold 20 Stem shares in Q2 2021, an estimated $11K.
Spire Wealth Management first reported a position in Stem in Q1 2021 and held it in 1 quarter.
Spire Wealth Management's Stem position peaked at $11K in Q1 2021.
168 funds tracked by Wall St. Rank held Stem as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.