Vontobel Holding
STEM icon

Vontobel Holding’s Stem STEM Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-12,690
Closed -$985K – 1154
2023
Q4 		$985K Sell
12,690
-7,910
-38% -$545K 0.01% 597
2023
Q3 		$1.75M Sell
20,600
-4,545
-18% -$519K 0.02% 457
2023
Q2 		$2.88M Sell
25,145
-2,718
-10% -$270K 0.03% 376
2023
Q1 		$3.16M Buy
27,863
+22,160
+389% +$3.76M 0.03% 354
2022
Q4 		$1.02M Buy
+5,703
New +$1.37M 0.01% 578

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vontobel Holding's STEM Position: Q1 2024 in Review

Vontobel Holding sold out of Stem (STEM) in Q1 2024, closing a stake of 12,690 shares — an estimated $985K sold.

Vontobel Holding first reported a position in STEM in Q4 2022 and held it in 5 quarters. The position peaked at $3.16M in Q1 2023. 210 funds tracked by Wall St. Rank hold STEM as of Q1 2024.

  • Vontobel Holding reported no remaining Stem position as of Q1 2024 after selling out during the quarter.
  • Vontobel Holding sold 12,690 Stem shares in Q1 2024, an estimated $985K.
  • Vontobel Holding first reported a position in Stem in Q4 2022 and held it in 5 quarters.
  • Vontobel Holding's Stem position peaked at $3.16M in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Stem as of Q1 2024.

Based on Vontobel Holding's 13F filing for Q1 2024, filed 10 May 2024.