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	–	281
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 $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return