FFA
STT icon

Freedman Financial Associates’s State Street STT Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-50
Closed -$4K – 364
2022
Q1 		$4K Hold
50
– – ﹤0.01% 425
2021
Q4 		$5K Hold
50
– – ﹤0.01% 391
2021
Q3 		$4K Hold
50
– – ﹤0.01% 413
2021
Q2 		$4K Hold
50
– – ﹤0.01% 403
2021
Q1 		$4K Hold
50
– – ﹤0.01% 407
2020
Q4 		$4K Buy
+50
New +$3.39K ﹤0.01% 408

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Freedman Financial Associates's STT Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street (STT) in Q2 2022, closing a stake of 50 shares — an estimated $4K sold.

Freedman Financial Associates first reported a position in STT in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 837 funds tracked by Wall St. Rank hold STT as of Q2 2022.

  • Freedman Financial Associates reported no remaining State Street position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 50 State Street shares in Q2 2022, an estimated $4K.
  • Freedman Financial Associates first reported a position in State Street in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's State Street position peaked at $5K in Q4 2021.
  • 837 funds tracked by Wall St. Rank held State Street as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.