Wealth Enhancement Advisory Services
STEM icon

Wealth Enhancement Advisory Services’s Stem STEM Stock Holding History

Wealth Enhancement Advisory 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
2025
Q2 		– Sell
-3,481
Closed -$24.4K – 3483
2025
Q1 		$24.4K Buy
+3,481
New +$40.3K ﹤0.01% 2904

Other funds holding STEM

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's STEM Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Stem (STEM) in Q2 2025, closing a stake of 3,481 shares — an estimated $24.4K sold.

Wealth Enhancement Advisory Services first reported a position in STEM in Q1 2025 and held it in 1 quarter. The position peaked at $24.4K in Q1 2025. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,481 Stem shares in Q2 2025, an estimated $24.4K.
  • Wealth Enhancement Advisory Services first reported a position in Stem in Q1 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Stem position peaked at $24.4K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.