DWS
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Dynamic Wealth Strategies’s State Street STT Stock Holding History

Dynamic Wealth Strategies’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 		– Sell
-340
Closed -$30K – 205
2024
Q3 		$30K Hold
340
– – 0.02% 162
2024
Q2 		$25K Hold
340
– – 0.02% 151
2024
Q1 		$26K Hold
340
– – 0.02% 148
2023
Q4 		$26.3K Buy
+340
New +$23.7K 0.02% 143

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Dynamic Wealth Strategies's STT Position: Q4 2024 in Review

Dynamic Wealth Strategies sold out of State Street (STT) in Q4 2024, closing a stake of 340 shares — an estimated $30K sold.

Dynamic Wealth Strategies first reported a position in STT in Q4 2023 and held it in 4 quarters. The position peaked at $30K in Q3 2024. 1,008 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Dynamic Wealth Strategies reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 340 State Street shares in Q4 2024, an estimated $30K.
  • Dynamic Wealth Strategies first reported a position in State Street in Q4 2023 and held it in 4 quarters.
  • Dynamic Wealth Strategies's State Street position peaked at $30K in Q3 2024.
  • 1,008 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Dynamic Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.