Tradition Wealth Management’s Stem STEM Stock Holding History

Tradition Wealth 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
2021 Q3	–	Sell	-5	Closed	-$4K	–	1213
2021 Q2	$4K	Buy	+5	New	+$2.72K	﹤0.01%	1111

Other funds holding STEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's STEM Position: Q3 2021 in Review

Tradition Wealth Management sold out of Stem (STEM) in Q3 2021, closing a stake of 5 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in STEM in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 173 funds tracked by Wall St. Rank hold STEM as of Q3 2021.

Tradition Wealth Management reported no remaining Stem position as of Q3 2021 after selling out during the quarter.
Tradition Wealth Management sold 5 Stem shares in Q3 2021, an estimated $4K.
Tradition Wealth Management first reported a position in Stem in Q2 2021 and held it in 1 quarter.
Tradition Wealth Management's Stem position peaked at $4K in Q2 2021.
173 funds tracked by Wall St. Rank held Stem as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.