Amplius Wealth Advisors’s State Street STT Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-133	Closed	-$12K	–	793
2021 Q4	$12K	Buy	+133	New	+$12.5K	﹤0.01%	576

Other funds holding STT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amplius Wealth Advisors's STT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street (STT) in Q1 2022, closing a stake of 133 shares — an estimated $12K sold.

Amplius Wealth Advisors first reported a position in STT in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 874 funds tracked by Wall St. Rank hold STT as of Q1 2022.

Amplius Wealth Advisors reported no remaining State Street position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 133 State Street shares in Q1 2022, an estimated $12K.
Amplius Wealth Advisors first reported a position in State Street in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's State Street position peaked at $12K in Q4 2021.
874 funds tracked by Wall St. Rank held State Street as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.