VIA
STEM icon

Vident Investment Advisory’s Stem STEM Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-1,193
Closed -$137K – 917
2023
Q2 		$137K Buy
1,193
+266
+29% +$26.4K ﹤0.01% 1106
2023
Q1 		$105K Buy
927
+33
+4% +$5.59K ﹤0.01% 1166
2022
Q4 		$160K Sell
894
-83
-8% -$19.9K 0.01% 1058
2022
Q3 		$256K Buy
977
+33
+3% +$8.44K 0.01% 937
2022
Q2 		$134K Buy
944
+19
+2% +$3.16K ﹤0.01% 1169
2022
Q1 		$204K Hold
925
– – 0.01% 1187
2021
Q4 		$351K Buy
925
+261
+39% +$113K 0.01% 1020
2021
Q3 		$317K Buy
+664
New +$349K 0.01% 989

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Vident Investment Advisory's STEM Position: Q3 2023 in Review

Vident Investment Advisory sold out of Stem (STEM) in Q3 2023, closing a stake of 1,193 shares — an estimated $137K sold.

Vident Investment Advisory first reported a position in STEM in Q3 2021 and held it in 8 quarters. The position peaked at $351K in Q4 2021. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • Vident Investment Advisory reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 1,193 Stem shares in Q3 2023, an estimated $137K.
  • Vident Investment Advisory first reported a position in Stem in Q3 2021 and held it in 8 quarters.
  • Vident Investment Advisory's Stem position peaked at $351K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.