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Frank Rimerman Advisors’s State Street STT Stock Holding History

Frank Rimerman Advisors’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$219K Sell
2,055
-384
-16% -$40.8K 0.01% 530
2025
Q1 		$218K Sell
2,439
-237
-9% -$21.2K 0.02% 481
2024
Q4 		$263K Buy
2,676
+240
+10% +$23.6K 0.02% 444
2024
Q3 		$216K Buy
+2,436
New +$216K 0.02% 494