Financial Gravity Companies’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$1K Buy
+9
New +$645 ﹤0.01% 1223
2018
Q1
$193K Buy
1,978
+736
+59% +$77.1K 0.2% 99
2017
Q4
$137K Buy
+1,242
New +$119K 0.16% 135

Other funds holding STT

Financial Gravity Companies's STT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in State Street (STT) in Q4 2018: 9 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in STT as recently as Q1 2018.

Financial Gravity Companies first reported a position in STT in Q4 2017 and has held it in 3 quarters since. The position peaked at $193K in Q1 2018. 819 funds tracked by Wall St. Rank hold STT as of Q4 2018.

  • Financial Gravity Companies held 9 shares of State Street worth $1K as of Q4 2018.
  • State Street was a new Financial Gravity Companies position in Q4 2018.
  • State Street made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1223 holding.
  • Financial Gravity Companies first reported a position in State Street in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's State Street position peaked at $193K in Q1 2018.
  • 819 funds tracked by Wall St. Rank held State Street as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.