TCM
STEM icon

Tradewinds Capital Management’s Stem STEM Stock Holding History

Tradewinds Capital Management’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
2022
Q2 		– Sell
-13
Closed -$3K – 749
2022
Q1 		$3K Buy
+13
New +$3.03K ﹤0.01% 639

Other funds holding STEM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Tradewinds Capital Management's STEM Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Stem (STEM) in Q2 2022, closing a stake of 13 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in STEM in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 203 funds tracked by Wall St. Rank hold STEM as of Q2 2022.

  • Tradewinds Capital Management reported no remaining Stem position as of Q2 2022 after selling out during the quarter.
  • Tradewinds Capital Management sold 13 Stem shares in Q2 2022, an estimated $3K.
  • Tradewinds Capital Management first reported a position in Stem in Q1 2022 and held it in 1 quarter.
  • Tradewinds Capital Management's Stem position peaked at $3K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Stem as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.