SteelPeak Wealth’s Stem STEM Stock Holding History

SteelPeak Wealth’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
2023 Q3	–	Sell	-850	Closed	-$97.2K	–	508
2023 Q2	$97.2K	Hold	850	–	–	0.01%	420
2023 Q1	$96.4K	Buy	+850	New	+$144K	0.01%	370

Other funds holding STEM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SteelPeak Wealth's STEM Position: Q3 2023 in Review

SteelPeak Wealth sold out of Stem (STEM) in Q3 2023, closing a stake of 850 shares — an estimated $97.2K sold.

SteelPeak Wealth first reported a position in STEM in Q1 2023 and held it in 2 quarters. The position peaked at $97.2K in Q2 2023. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

SteelPeak Wealth reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
SteelPeak Wealth sold 850 Stem shares in Q3 2023, an estimated $97.2K.
SteelPeak Wealth first reported a position in Stem in Q1 2023 and held it in 2 quarters.
SteelPeak Wealth's Stem position peaked at $97.2K in Q2 2023.
224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on SteelPeak Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.