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WR Wealth Planners’s Stem STEM Stock Holding History

WR Wealth Planners’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
Q4 		$965 Sell
80
-10
-11% -$86 ﹤0.01% 933
2024
Q3 		$627 Hold
90
– – ﹤0.01% 1009
2024
Q2 		$2K Hold
90
– – ﹤0.01% 888
2024
Q1 		$3.94K Buy
+90
New +$5K ﹤0.01% 761
2023
Q4 		– Sell
-140
Closed -$11.9K – 772
2023
Q3 		$11.9K Hold
140
– – ﹤0.01% 516
2023
Q2 		$16K Hold
140
– – 0.01% 473
2023
Q1 		$15.9K Buy
+140
New +$23.7K 0.01% 456

Other funds holding STEM

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WR Wealth Planners's STEM Position: Q4 2024 in Review

WR Wealth Planners reduced its Stem (STEM) stake by 11% in Q4 2024, selling an estimated $86 and leaving 80 shares worth $965. The position accounts for ﹤0.01% of the portfolio, ranked #933.

WR Wealth Planners first reported a position in STEM in Q1 2023 and has held it in 7 quarters since. The position peaked at $16K in Q2 2023. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

  • WR Wealth Planners held 80 shares of Stem worth $965 as of Q4 2024.
  • WR Wealth Planners sold 10 Stem shares in Q4 2024, an estimated $86.
  • Stem made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #933 holding.
  • WR Wealth Planners first reported a position in Stem in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Stem position peaked at $16K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.