Focus Partners Wealth
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Focus Partners Wealth’s State Street STT Stock Holding History

Focus Partners Wealth’s Portfolio STT Stock Details STT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.12M Buy
2025
Q2 		$5.27M Buy
2025
Q1 		$4.09M Sell
2024
Q4 		$4.59M Buy
2024
Q3 		$855K Sell
2024
Q2 		$6.79M Buy
2024
Q1 		$3.3M Buy
2023
Q4 		$401K Buy