TFS
STEM icon

TrustCore Financial Services’s Stem STEM Stock Holding History

TrustCore Financial Services’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
Q4 		$26.8K Hold
150
– – ﹤0.01% 560
2022
Q3 		$40K Hold
150
– – ﹤0.01% 485
2022
Q2 		$21K Buy
150
+50
+50% +$8.31K ﹤0.01% 633
2022
Q1 		$22K Buy
+100
New +$23.3K ﹤0.01% 640

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

TrustCore Financial Services's STEM Position: Q4 2022 in Review

TrustCore Financial Services held its Stem (STEM) position steady in Q4 2022 at 150 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

TrustCore Financial Services first reported a position in STEM in Q1 2022 and has held it in 4 quarters since. The position peaked at $40K in Q3 2022. 234 funds tracked by Wall St. Rank hold STEM as of Q4 2022.

  • TrustCore Financial Services held 150 shares of Stem worth $26.8K as of Q4 2022.
  • TrustCore Financial Services left its Stem share count unchanged in Q4 2022.
  • Stem made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #560 holding.
  • TrustCore Financial Services first reported a position in Stem in Q1 2022 and has held it in 4 quarters since.
  • TrustCore Financial Services's Stem position peaked at $40K in Q3 2022.
  • 234 funds tracked by Wall St. Rank held Stem as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.