SWM
STEM icon

Sugarloaf Wealth Management’s Stem STEM Stock Holding History

Sugarloaf 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
Q4 		– Sell
-10
Closed -$4.33K – 775
2021
Q3 		$5K Buy
10
+2
+25% +$1.05K ﹤0.01% 615
2021
Q2 		$5K Buy
8
+3
+60% +$1.63K ﹤0.01% 604
2021
Q1 		$3 Buy
+5
New +$3.21K ﹤0.01% 647

Other funds holding STEM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sugarloaf Wealth Management's STEM Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Stem (STEM) in Q4 2021, closing a stake of 10 shares — an estimated $4.33K sold.

Sugarloaf Wealth Management first reported a position in STEM in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 204 funds tracked by Wall St. Rank hold STEM as of Q4 2021.

  • Sugarloaf Wealth Management reported no remaining Stem position as of Q4 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 10 Stem shares in Q4 2021, an estimated $4.33K.
  • Sugarloaf Wealth Management first reported a position in Stem in Q1 2021 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Stem position peaked at $5K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Stem as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.