TI
STEM icon

Tidal Investments’s Stem STEM Stock Holding History

Tidal 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
Q3 		– Sell
-19,580
Closed -$435K – 1962
2024
Q2 		$435K Buy
19,580
+13,493
+222% +$395K 0.01% 1368
2024
Q1 		$267K Buy
6,087
+5,481
+904% +$305K ﹤0.01% 1456
2023
Q4 		$47K Buy
606
+27
+5% +$1.86K ﹤0.01% 1410
2023
Q3 		$49.1K Buy
+579
New +$66.1K ﹤0.01% 1280

Other funds holding STEM

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
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Tidal Investments's STEM Position: Q3 2024 in Review

Tidal Investments sold out of Stem (STEM) in Q3 2024, closing a stake of 19,580 shares — an estimated $435K sold.

Tidal Investments first reported a position in STEM in Q3 2023 and held it in 4 quarters. The position peaked at $435K in Q2 2024. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Tidal Investments reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Tidal Investments sold 19,580 Stem shares in Q3 2024, an estimated $435K.
  • Tidal Investments first reported a position in Stem in Q3 2023 and held it in 4 quarters.
  • Tidal Investments's Stem position peaked at $435K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Tidal Investments's 13F filing for Q3 2024, filed 14 Nov 2024.