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	–	560
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	–	610
2019 Q4	$2K	Buy	+30	New	+$2.11K	﹤0.01%	599

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

Evolution Wealth Advisors's STT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of State Street (STT) in Q4 2021, closing a stake of 36 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in STT in Q4 2019 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 899 funds tracked by Wall St. Rank hold STT as of Q4 2021.

Evolution Wealth Advisors reported no remaining State Street position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 36 State Street shares in Q4 2021, an estimated $3K.
Evolution Wealth Advisors first reported a position in State Street in Q4 2019 and held it in 7 quarters.
Evolution Wealth Advisors's State Street position peaked at $3K in Q3 2021.
899 funds tracked by Wall St. Rank held State Street as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.