Cary Street Partners Investment Advisory’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-150
Closed -$10K 1668
2023
Q3
$10K Buy
+150
New +$10.6K ﹤0.01% 1303
2020
Q4
Sell
-150
Closed -$9K 805
2020
Q3
$9K Buy
+150
New +$9.74K ﹤0.01% 779

Other funds holding STT

Cary Street Partners Investment Advisory's STT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street (STT) in Q4 2023, closing a stake of 150 shares — an estimated $10K sold.

Cary Street Partners Investment Advisory first reported a position in STT in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2023. 902 funds tracked by Wall St. Rank hold STT as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining State Street position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 150 State Street shares in Q4 2023, an estimated $10K.
  • Cary Street Partners Investment Advisory first reported a position in State Street in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's State Street position peaked at $10K in Q3 2023.
  • 902 funds tracked by Wall St. Rank held State Street as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.