Altus Wealth Group’s State Street STT Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-140	Closed	-$10K	–	694
2020 Q4	$10K	Buy	+140	New	+$9.5K	0.01%	532

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altus Wealth Group's STT Position: Q1 2021 in Review

Altus Wealth Group sold out of State Street (STT) in Q1 2021, closing a stake of 140 shares — an estimated $10K sold.

Altus Wealth Group first reported a position in STT in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 839 funds tracked by Wall St. Rank hold STT as of Q1 2021.

Altus Wealth Group reported no remaining State Street position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 140 State Street shares in Q1 2021, an estimated $10K.
Altus Wealth Group first reported a position in State Street in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's State Street position peaked at $10K in Q4 2020.
839 funds tracked by Wall St. Rank held State Street as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.