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Baldwin Wealth Partners’s State Street STT Stock Holding History

Baldwin Wealth Partners’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
-773
Closed -$68.4K – 909
2024
Q3 		$68.4K Hold
773
– – ﹤0.01% 481
2024
Q2 		$57.2K Hold
773
– – ﹤0.01% 329
2024
Q1 		$59.8K Sell
773
-100
-11% -$7.42K ﹤0.01% 348
2023
Q4 		$67.6K Hold
873
– – 0.01% 335
2023
Q3 		$58.5K Hold
873
– – 0.01% 372
2023
Q2 		$63.9K Hold
873
– – 0.01% 383
2023
Q1 		$66.1K Sell
873
-25
-3% -$2.1K 0.01% 378
2022
Q4 		$69.7K Buy
898
+525
+141% +$38.7K 0.01% 364
2022
Q3 		$23K Hold
373
– – ﹤0.01% 434
2022
Q2 		$23K Hold
373
– – ﹤0.01% 458
2022
Q1 		$32K Hold
373
– – ﹤0.01% 433
2021
Q4 		$35K Hold
373
– – ﹤0.01% 393
2021
Q3 		$32K Hold
373
– – ﹤0.01% 402
2021
Q2 		$31K Hold
373
– – ﹤0.01% 415
2021
Q1 		$31K Hold
373
– – ﹤0.01% 403
2020
Q4 		$27K Hold
373
– – ﹤0.01% 378
2020
Q3 		$22K Hold
373
– – ﹤0.01% 379
2020
Q2 		$24K Hold
373
– – ﹤0.01% 372
2020
Q1 		$20K Hold
373
– – ﹤0.01% 377
2019
Q4 		$30K Sell
373
-51
-12% -$3.59K ﹤0.01% 372
2019
Q3 		$25K Sell
424
-10,795
-96% -$599K ﹤0.01% 383
2019
Q2 		$629K Sell
11,219
-2,836
-20% -$176K 0.09% 104
2019
Q1 		$925K Buy
14,055
+300
+2% +$20.8K 0.14% 88
2018
Q4 		$868K Buy
13,755
+3,255
+31% +$233K 0.15% 85
2018
Q3 		$880K Sell
10,500
-883
-8% -$77.6K 0.12% 97
2018
Q2 		$1.06M Hold
11,383
– – 0.16% 84
2018
Q1 		$1.14M Buy
11,383
+1,289
+13% +$135K 0.18% 81
2017
Q4 		$985K Buy
10,094
+398
+4% +$38K 0.15% 91
2017
Q3 		$926K Buy
9,696
+3,491
+56% +$325K 0.15% 95
2017
Q2 		$557K Buy
+6,205
New +$516K 0.09% 116

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Baldwin Wealth Partners's STT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street (STT) in Q4 2024, closing a stake of 773 shares — an estimated $68.4K sold.

Baldwin Wealth Partners first reported a position in STT in Q2 2017 and held it in 30 quarters. The position peaked at $1.14M in Q1 2018. 1,006 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 773 State Street shares in Q4 2024, an estimated $68.4K.
  • Baldwin Wealth Partners first reported a position in State Street in Q2 2017 and held it in 30 quarters.
  • Baldwin Wealth Partners's State Street position peaked at $1.14M in Q1 2018.
  • 1,006 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.