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First Personal Financial Services’s State Street STT Stock Holding History

First Personal Financial Services’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
2020
Q1 		– Sell
-21
Closed -$2K – 496
2019
Q4 		$2K Hold
21
– – ﹤0.01% 382
2019
Q3 		$1K Buy
21
+2
+11% +$111 ﹤0.01% 505
2019
Q2 		$1K Buy
+19
New +$1.18K ﹤0.01% 755
2018
Q2 		– Sell
-5
Closed – – 896
2018
Q1 		$0 Sell
5
-105
-95% -$11K ﹤0.01% 1070
2017
Q4 		$11K Buy
110
+60
+120% +$5.74K ﹤0.01% 771
2017
Q3 		$5K Hold
50
– – ﹤0.01% 781
2017
Q2 		$4K Hold
50
– – ﹤0.01% 811
2017
Q1 		$4K Hold
50
– – ﹤0.01% 814
2016
Q4 		$4K Buy
50
+30
+150% +$2.26K ﹤0.01% 845
2016
Q3 		$1K Buy
+20
New +$1.31K ﹤0.01% 785

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Personal Financial Services's STT Position: Q1 2020 in Review

First Personal Financial Services sold out of State Street (STT) in Q1 2020, closing a stake of 21 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in STT in Q3 2016 and held it in 10 quarters. The position peaked at $11K in Q4 2017. 749 funds tracked by Wall St. Rank hold STT as of Q1 2020.

  • First Personal Financial Services reported no remaining State Street position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 21 State Street shares in Q1 2020, an estimated $2K.
  • First Personal Financial Services first reported a position in State Street in Q3 2016 and held it in 10 quarters.
  • First Personal Financial Services's State Street position peaked at $11K in Q4 2017.
  • 749 funds tracked by Wall St. Rank held State Street as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.