Axiom Advisory’s State Street STT Stock Holding History

Axiom Advisory’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 Q3	$1.37M	Buy	16,640 +260	+2%	+$21.4K	0.01%	144
2024 Q2	$1.22M	Buy	+16,380	New	+$1.22M	0.01%	141

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Axiom Advisory's STT Position: Q3 2024 in Review

Axiom Advisory increased its State Street (STT) stake by 1.6% in Q3 2024, buying an estimated $21.4K and bringing the position to 16,640 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #144.

Axiom Advisory first reported a position in STT in Q2 2024 and has held it in 2 quarters since. 919 funds tracked by Wall St. Rank hold STT as of Q3 2024.

Axiom Advisory held 16,640 shares of State Street worth $1.37M as of Q3 2024.
Axiom Advisory bought 260 State Street shares in Q3 2024, an estimated $21.4K.
State Street made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #144 holding.
Axiom Advisory first reported a position in State Street in Q2 2024 and has held it in 2 quarters since.
919 funds tracked by Wall St. Rank held State Street as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.