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Accurate Wealth Management’s State Street STT Stock Holding History

Accurate 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
2023
Q1 		– Sell
-355
Closed -$28.9K – 1292
2022
Q4 		$28.9K Buy
+355
New +$26.1K 0.01% 577

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Accurate Wealth Management's STT Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street (STT) in Q1 2023, closing a stake of 355 shares — an estimated $28.9K sold.

Accurate Wealth Management first reported a position in STT in Q4 2022 and held it in 1 quarter. The position peaked at $28.9K in Q4 2022. 899 funds tracked by Wall St. Rank hold STT as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 355 State Street shares in Q1 2023, an estimated $28.9K.
  • Accurate Wealth Management first reported a position in State Street in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's State Street position peaked at $28.9K in Q4 2022.
  • 899 funds tracked by Wall St. Rank held State Street as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.