Wolff Wiese Magana’s Stem STEM Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-50	Closed	-$4.24K	–	832
2023 Q3	$4.24K	Hold	50	–	–	﹤0.01%	462
2023 Q2	$5.72K	Buy	+50	New	+$4.96K	﹤0.01%	426

Other funds holding STEM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wolff Wiese Magana's STEM Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Stem (STEM) in Q4 2023, closing a stake of 50 shares — an estimated $4.24K sold.

Wolff Wiese Magana first reported a position in STEM in Q2 2023 and held it in 2 quarters. The position peaked at $5.72K in Q2 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

Wolff Wiese Magana reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 50 Stem shares in Q4 2023, an estimated $4.24K.
Wolff Wiese Magana first reported a position in Stem in Q2 2023 and held it in 2 quarters.
Wolff Wiese Magana's Stem position peaked at $5.72K in Q2 2023.
222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.