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Toth Financial Advisory’s Stem STEM Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-5
Closed -$894 – 852
2022
Q4 		$894 Buy
+5
New +$1.2K ﹤0.01% 672
2022
Q2 		– Sell
-3
Closed -$1K – 768
2022
Q1 		$1K Hold
3
– – ﹤0.01% 685
2021
Q4 		$1K Buy
+3
New +$1.3K ﹤0.01% 718

Other funds holding STEM

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Toth Financial Advisory's STEM Position: Q1 2023 in Review

Toth Financial Advisory sold out of Stem (STEM) in Q1 2023, closing a stake of 5 shares — an estimated $894 sold.

Toth Financial Advisory first reported a position in STEM in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • Toth Financial Advisory reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 5 Stem shares in Q1 2023, an estimated $894.
  • Toth Financial Advisory first reported a position in Stem in Q4 2021 and held it in 3 quarters.
  • Toth Financial Advisory's Stem position peaked at $1K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on Toth Financial Advisory's 13F filing for Q1 2023, filed 24 Apr 2023.