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Evolution Wealth Advisors’s State Street STT Stock Holding History

Evolution Wealth Advisors’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
-36
Closed -$3K – 563
2021
Q3 		$3K Hold
36
– – ﹤0.01% 625
2021
Q2 		$3K Hold
36
– – ﹤0.01% 603
2021
Q1 		$3K Hold
36
– – ﹤0.01% 611
2020
Q4 		$3K Hold
36
– – ﹤0.01% 538
2020
Q3 		$2K Hold
36
– – ﹤0.01% 563
2020
Q2 		$2K Buy
+36
New +$2.17K ﹤0.01% 505
2020
Q1 		– Sell
-30
Closed -$2K – 611
2019
Q4 		$2K Buy
+30
New +$2.11K ﹤0.01% 599

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return