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Tiedemann Advisors’s Stem STEM Stock Holding History

Tiedemann 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
Q3 		$924K Hold
10,897
– – 0.04% 128
2023
Q2 		$1.25M Hold
10,897
– – 0.05% 103
2023
Q1 		$1.24M Hold
10,897
– – 0.06% 102
2022
Q4 		$1.95M Hold
10,897
– – 0.09% 78
2022
Q3 		$2.91M Sell
10,897
-1,026
-9% -$262K 0.18% 61
2022
Q2 		$1.71M Hold
11,923
– – 0.13% 77
2022
Q1 		$2.63M Hold
11,923
– – 0.13% 76
2021
Q4 		$4.52M Buy
+11,923
New +$5.17M 0.22% 54

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Tiedemann Advisors's STEM Position: Q3 2023 in Review

Tiedemann Advisors held its Stem (STEM) position steady in Q3 2023 at 10,897 shares worth $924K. The position accounts for 0.04% of the portfolio, ranked #128.

Tiedemann Advisors first reported a position in STEM in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.52M in Q4 2021. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • Tiedemann Advisors held 10,897 shares of Stem worth $924K as of Q3 2023.
  • Tiedemann Advisors left its Stem share count unchanged in Q3 2023.
  • Stem made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #128 holding.
  • Tiedemann Advisors first reported a position in Stem in Q4 2021 and has held it in 8 quarters since.
  • Tiedemann Advisors's Stem position peaked at $4.52M in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.