TAM
STEM icon

Tucker Asset Management’s Stem STEM Stock Holding History

Tucker Asset 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
2024
Q2 		– Sell
-12
Closed -$530 – 1783
2024
Q1 		$530 Hold
12
– – ﹤0.01% 1499
2023
Q4 		$939 Hold
12
– – ﹤0.01% 1261
2023
Q3 		$1.03K Hold
12
– – ﹤0.01% 1168
2023
Q2 		$1.38K Hold
12
– – ﹤0.01% 914
2023
Q1 		$1.37K Buy
+12
New +$2.03K ﹤0.01% 945

Other funds holding STEM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tucker Asset Management's STEM Position: Q2 2024 in Review

Tucker Asset Management sold out of Stem (STEM) in Q2 2024, closing a stake of 12 shares — an estimated $530 sold.

Tucker Asset Management first reported a position in STEM in Q1 2023 and held it in 5 quarters. The position peaked at $1.38K in Q2 2023. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Tucker Asset Management reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 12 Stem shares in Q2 2024, an estimated $530.
  • Tucker Asset Management first reported a position in Stem in Q1 2023 and held it in 5 quarters.
  • Tucker Asset Management's Stem position peaked at $1.38K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.