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Atticus Wealth Management’s State Street STT Stock Holding History

Atticus Wealth Management’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
Q4 		– Sell
-30
Closed -$2.01K – 608
2023
Q3 		$2.01K Hold
30
– – ﹤0.01% 502
2023
Q2 		$2.2K Hold
30
– – ﹤0.01% 490
2023
Q1 		$2.27K Hold
30
– – ﹤0.01% 468
2022
Q4 		$2.33K Hold
30
– – ﹤0.01% 458
2022
Q3 		$2K Hold
30
– – ﹤0.01% 511
2022
Q2 		$2K Hold
30
– – ﹤0.01% 544
2022
Q1 		$3K Buy
+30
New +$2.78K ﹤0.01% 510
2020
Q1 		– Sell
-17
Closed -$1K – 412
2019
Q4 		$1K Buy
+17
New +$1.2K ﹤0.01% 355

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atticus Wealth Management's STT Position: Q4 2023 in Review

Atticus Wealth Management sold out of State Street (STT) in Q4 2023, closing a stake of 30 shares — an estimated $2.01K sold.

Atticus Wealth Management first reported a position in STT in Q4 2019 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 903 funds tracked by Wall St. Rank hold STT as of Q4 2023.

  • Atticus Wealth Management reported no remaining State Street position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 30 State Street shares in Q4 2023, an estimated $2.01K.
  • Atticus Wealth Management first reported a position in State Street in Q4 2019 and held it in 8 quarters.
  • Atticus Wealth Management's State Street position peaked at $3K in Q1 2022.
  • 903 funds tracked by Wall St. Rank held State Street as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.