SI
STEM icon

Symmetry Investments’s Stem STEM Stock Holding History

Symmetry Investments’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
2024
Q2 		– Sell
-13,063
Closed -$572K – 247
2024
Q1 		$572K Sell
13,063
-3,390
-21% -$188K 0.03% 129
2023
Q4 		$1.28M Buy
16,453
+9,770
+146% +$674K 0.09% 117
2023
Q3 		$567K Sell
6,683
-1,312
-16% -$150K 0.12% 113
2023
Q2 		$915K Buy
7,995
+2,450
+44% +$243K 0.14% 96
2023
Q1 		$629K Buy
+5,545
New +$940K 0.15% 80

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Symmetry Investments's STEM Position: Q2 2024 in Review

Symmetry Investments sold out of Stem (STEM) in Q2 2024, closing a stake of 13,063 shares — an estimated $572K sold.

Symmetry Investments first reported a position in STEM in Q1 2023 and held it in 5 quarters. The position peaked at $1.28M in Q4 2023. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Symmetry Investments reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Symmetry Investments sold 13,063 Stem shares in Q2 2024, an estimated $572K.
  • Symmetry Investments first reported a position in Stem in Q1 2023 and held it in 5 quarters.
  • Symmetry Investments's Stem position peaked at $1.28M in Q4 2023.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Symmetry Investments's 13F filing for Q2 2024, filed 13 Aug 2024.