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Global Wealth Management Investment Advisory’s State Street STT Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-42
Closed -$3K – 427
2022
Q2 		$3K Buy
+42
New +$2.97K ﹤0.01% 395

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Longview Partners
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's STT Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of State Street (STT) in Q3 2022, closing a stake of 42 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in STT in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 830 funds tracked by Wall St. Rank hold STT as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining State Street position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 42 State Street shares in Q3 2022, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in State Street in Q2 2022 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street position peaked at $3K in Q2 2022.
  • 830 funds tracked by Wall St. Rank held State Street as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.