Catalyst Wealth Management’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
Q1
$1.27M Buy
16,770
+658
+4% +$55.4K 1.19% 32
2022
Q4
$1.25M Buy
+16,112
New +$1.19M 1.18% 30

Other funds holding STT

Catalyst Wealth Management's STT Position: Q1 2023 in Review

Catalyst Wealth Management increased its State Street (STT) stake by 4.1% in Q1 2023, buying an estimated $55.4K and bringing the position to 16,770 shares worth $1.27M. The position accounts for 1.19% of the portfolio, ranked #32.

Catalyst Wealth Management first reported a position in STT in Q4 2022 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold STT as of Q1 2023.

  • Catalyst Wealth Management held 16,770 shares of State Street worth $1.27M as of Q1 2023.
  • Catalyst Wealth Management bought 658 State Street shares in Q1 2023, an estimated $55.4K.
  • State Street made up 1.19% of Catalyst Wealth Management's portfolio in Q1 2023, its #32 holding.
  • Catalyst Wealth Management first reported a position in State Street in Q4 2022 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held State Street as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.