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AA
Alta Advisers’s
State Street
STT
Stock Holding History
Alta Advisers’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
Q4
–
Sell
-1,200
Closed
-$106K
–
373
2024
Q3
$106K
Hold
1,200
–
–
0.05%
285
2024
Q2
$88.8K
Hold
1,200
–
–
0.04%
291
2024
Q1
$92.8K
Hold
1,200
–
–
0.05%
291
2023
Q4
$93K
Hold
1,200
–
–
0.05%
273
2023
Q3
$80.4K
Hold
1,200
–
–
0.05%
285
2023
Q2
$87.8K
Hold
1,200
–
–
0.05%
287
2023
Q1
$90.8K
Hold
1,200
–
–
0.05%
267
2022
Q4
$93K
Hold
1,200
–
–
0.06%
245
2022
Q3
$73K
Buy
+1,200
New
+$82K
0.05%
295
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Harris Associates
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$74.9B AUM
11.27%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Amundi
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$367B AUM
31.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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