SVI
STEM icon

Strategic Vision Investment’s Stem STEM Stock Holding History

Strategic Vision Investment’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
Q1 		– Sell
-1,915
Closed -$342K – 35
2022
Q4 		$342K Hold
1,915
– – 0.12% 23
2022
Q3 		$511K Sell
1,915
-1,800
-48% -$460K 0.5% 13
2022
Q2 		$532K Hold
3,715
– – 1.56% 11
2022
Q1 		$818K Sell
3,715
-5,130
-58% -$1.19M 1.73% 10
2021
Q4 		$3.36M Sell
8,845
-5,065
-36% -$2.2M 5.69% 6
2021
Q3 		$6.65M Buy
13,910
+10,640
+325% +$5.6M 11.69% 3
2021
Q2 		$2.35M Sell
3,270
-840
-20% -$457K 1.29% 13
2021
Q1 		$2.19M Buy
+4,110
New +$2.64M 3.52% 9

Other funds holding STEM

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Vision Investment's STEM Position: Q1 2023 in Review

Strategic Vision Investment sold out of Stem (STEM) in Q1 2023, closing a stake of 1,915 shares — an estimated $342K sold.

Strategic Vision Investment first reported a position in STEM in Q1 2021 and held it in 8 quarters. The position peaked at $6.65M in Q3 2021. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • Strategic Vision Investment reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • Strategic Vision Investment sold 1,915 Stem shares in Q1 2023, an estimated $342K.
  • Strategic Vision Investment first reported a position in Stem in Q1 2021 and held it in 8 quarters.
  • Strategic Vision Investment's Stem position peaked at $6.65M in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on Strategic Vision Investment's 13F filing for Q1 2023, filed 10 May 2023.