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Cassady Schiller Wealth Management’s State Street STT Stock Holding History

Cassady Schiller 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
2024
Q4 		$4.51K Buy
+46
New +$4.36K ﹤0.01% 426
2022
Q1 		– Sell
-11
Closed -$1K – 534
2021
Q4 		$1K Buy
+11
New +$1.04K ﹤0.01% 502

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cassady Schiller Wealth Management's STT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in State Street (STT) in Q4 2024: 46 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in STT as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in STT in Q4 2021 and has held it in 2 quarters since. 1,002 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Cassady Schiller Wealth Management held 46 shares of State Street worth $4.51K as of Q4 2024.
  • State Street was a new Cassady Schiller Wealth Management position in Q4 2024.
  • State Street made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #426 holding.
  • Cassady Schiller Wealth Management first reported a position in State Street in Q4 2021 and has held it in 2 quarters since.
  • 1,002 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.