Cranbrook Wealth Management’s State Street STT Stock Holding History

Cranbrook 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
2021 Q4	–	Sell	-35	Closed	-$3K	–	417
2021 Q3	$3K	Buy	+35	New	+$3.04K	﹤0.01%	386
2021 Q1	–	Sell	-71	Closed	-$5K	–	410
2020 Q4	$5K	Buy	+71	New	+$4.82K	﹤0.01%	278

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cranbrook Wealth Management's STT Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of State Street (STT) in Q4 2021, closing a stake of 35 shares — an estimated $3K sold.

Cranbrook Wealth Management first reported a position in STT in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 899 funds tracked by Wall St. Rank hold STT as of Q4 2021.

Cranbrook Wealth Management reported no remaining State Street position as of Q4 2021 after selling out during the quarter.
Cranbrook Wealth Management sold 35 State Street shares in Q4 2021, an estimated $3K.
Cranbrook Wealth Management first reported a position in State Street in Q4 2020 and held it in 2 quarters.
Cranbrook Wealth Management's State Street position peaked at $5K in Q4 2020.
899 funds tracked by Wall St. Rank held State Street as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.