AFWM
STT icon

Abich Financial Wealth Management’s State Street STT Stock Holding History

Abich Financial Wealth Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.3K Sell
26
-1,844
-99% -$152K 0.01% 331
2024
Q2 		$138K Buy
1,870
+418
+29% +$31.2K 0.09% 76
2024
Q1 		$112K Buy
1,452
+491
+51% +$36.4K 0.09% 76
2023
Q4 		$74.4K Buy
+961
New +$67K 0.07% 66

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Abich Financial Wealth Management's STT Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its State Street (STT) stake by 99% in Q3 2024, selling an estimated $152K and leaving 26 shares worth $2.3K. The position accounts for 0.01% of the portfolio, ranked #331.

Abich Financial Wealth Management first reported a position in STT in Q4 2023 and has held it in 4 quarters since. The position peaked at $138K in Q2 2024. 922 funds tracked by Wall St. Rank hold STT as of Q3 2024.

  • Abich Financial Wealth Management held 26 shares of State Street worth $2.3K as of Q3 2024.
  • Abich Financial Wealth Management sold 1,844 State Street shares in Q3 2024, an estimated $152K.
  • State Street made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #331 holding.
  • Abich Financial Wealth Management first reported a position in State Street in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's State Street position peaked at $138K in Q2 2024.
  • 922 funds tracked by Wall St. Rank held State Street as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.