Acima Private Wealth’s State Street STT Stock Holding History

Acima Private Wealth’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 Q2	–	Sell	-30	Closed	-$2.27K	–	276
2023 Q1	$2.27K	Hold	30	–	–	﹤0.01%	268
2022 Q4	$2.33K	Hold	30	–	–	﹤0.01%	212
2022 Q3	$1.82K	Hold	30	–	–	﹤0.01%	219
2022 Q2	$1.85K	Hold	30	–	–	﹤0.01%	228
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	228
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	227
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	222
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	226
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	222
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	228
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	215
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	234
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	251
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	285
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	269
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	241
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	241
2018 Q4	$2K	Buy	+30	New	+$2.15K	﹤0.01%	257

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Acima Private Wealth's STT Position: Q2 2023 in Review

Acima Private Wealth sold out of State Street (STT) in Q2 2023, closing a stake of 30 shares — an estimated $2.27K sold.

Acima Private Wealth first reported a position in STT in Q4 2018 and held it in 18 quarters. The position peaked at $3K in Q1 2022. 842 funds tracked by Wall St. Rank hold STT as of Q2 2023.

Acima Private Wealth reported no remaining State Street position as of Q2 2023 after selling out during the quarter.
Acima Private Wealth sold 30 State Street shares in Q2 2023, an estimated $2.27K.
Acima Private Wealth first reported a position in State Street in Q4 2018 and held it in 18 quarters.
Acima Private Wealth's State Street position peaked at $3K in Q1 2022.
842 funds tracked by Wall St. Rank held State Street as of Q2 2023.

Based on Acima Private Wealth's 13F filing for Q2 2023, filed 29 Feb 2024.