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Stem shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Stem

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stem by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $70k 32k 2.19
2023-12-31 $119k 31k 3.88
2023-09-30 $132k 31k 4.24
2023-06-30 $177k 31k 5.72
2023-03-31 $173k 31k 5.67
2022-12-31 $273k 31k 8.94

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Stem

Vanguard Group
Bnp Paribas Investment Partners
Goldman Sachs Group
Wellington Management Company
Rock Point Advisors
Bank of New York Mellon
Nomura Holdings
Citadel Advisors
OZ Management
Lido Advisors
Charles Schwab Investment Management
Rockefeller Capital Management
Citigroup
Bank of America Corporation
Credit Suisse

View all funds holding Stem