Certified Advisory Corp’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
– Sell
-250
Closed -$16K – 831
2019
Q1
$16K Sell
250
-200
-44% -$13.9K 0.01% 490
2018
Q4
$28K Buy
450
+250
+125% +$17.9K 0.01% 361
2018
Q3
$17K Hold
200
– – 0.01% 482
2018
Q2
$19K Hold
200
– – 0.01% 442
2018
Q1
$19K Buy
+200
New +$21K 0.01% 424

Other funds holding STT

Certified Advisory Corp's STT Position: Q2 2019 in Review

Certified Advisory Corp sold out of State Street (STT) in Q2 2019, closing a stake of 250 shares — an estimated $16K sold.

Certified Advisory Corp first reported a position in STT in Q1 2018 and held it in 5 quarters. The position peaked at $28K in Q4 2018. 780 funds tracked by Wall St. Rank hold STT as of Q2 2019.

  • Certified Advisory Corp reported no remaining State Street position as of Q2 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 250 State Street shares in Q2 2019, an estimated $16K.
  • Certified Advisory Corp first reported a position in State Street in Q1 2018 and held it in 5 quarters.
  • Certified Advisory Corp's State Street position peaked at $28K in Q4 2018.
  • 780 funds tracked by Wall St. Rank held State Street as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.