TWA
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TCI Wealth Advisors’s Stem STEM Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-29
Closed -$3.33K – 1987
2023
Q1 		$3.33K Buy
29
+7
+32% +$1.19K ﹤0.01% 1790
2022
Q4 		$3.92K Sell
22
-3
-12% -$721 ﹤0.01% 1690
2022
Q3 		$7K Buy
25
+3
+14% +$767 ﹤0.01% 1291
2022
Q2 		$3K Buy
+22
New +$3.66K ﹤0.01% 1900
2022
Q1 		– Hold
0
– – – 2443
2021
Q4 		– Sell
-8
Closed -$3.47K – 2512
2021
Q3 		$4K Buy
8
+7
+700% +$3.68K ﹤0.01% 1818
2021
Q2 		$0 Hold
1
– – ﹤0.01% 2449
2021
Q1 		$1K Buy
+1
New +$642 ﹤0.01% 2111

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
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
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

TCI Wealth Advisors's STEM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Stem (STEM) in Q2 2023, closing a stake of 29 shares — an estimated $3.33K sold.

TCI Wealth Advisors first reported a position in STEM in Q1 2021 and held it in 7 quarters. The position peaked at $7K in Q3 2022. 225 funds tracked by Wall St. Rank hold STEM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Stem position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 29 Stem shares in Q2 2023, an estimated $3.33K.
  • TCI Wealth Advisors first reported a position in Stem in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Stem position peaked at $7K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Stem as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.