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U.S. Capital Wealth Advisors’s Stem STEM Stock Holding History

U.S. Capital Wealth Advisors’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
-195
Closed -$34.9K – 1417
2022
Q4 		$34.9K Buy
+195
New +$46.9K ﹤0.01% 967

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

U.S. Capital Wealth Advisors's STEM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Stem (STEM) in Q1 2023, closing a stake of 195 shares — an estimated $34.9K sold.

U.S. Capital Wealth Advisors first reported a position in STEM in Q4 2022 and held it in 1 quarter. The position peaked at $34.9K in Q4 2022. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 195 Stem shares in Q1 2023, an estimated $34.9K.
  • U.S. Capital Wealth Advisors first reported a position in Stem in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Stem position peaked at $34.9K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.