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Stem shares owned by Wellington Wealth Strategies

Quarter-by-quarter ownership of Stem (STEM) shares owned by Wellington Wealth Strategies from 13F filings

Historical chart of Wellington Wealth Strategies investment in Stem

Tip: Access up to 7 years of quarterly data

All positions including Stem held by Wellington Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stem by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $66k 17k 3.88
2020-12-31 $66k 17k 3.88

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Ishares Tr liquid inc etf (ICSH)
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Accenture (ACN)
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UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding Stem

BlackRock
Vanguard Group
Bnp Paribas Investment Partners
Geode Capital Management
Ardsley Advisory Partners
CenterBook Partners
Goldman Sachs Group
Wellington Management Company
Rock Point Advisors
Morgan Stanley
Nomura Holdings
Bank of New York Mellon
Northern Trust
Charles Schwab Investment Management
Susquehanna International

View all funds holding Stem