HGWM
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Harvest Group Wealth Management’s State Street STT Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Hold
0
– – – 633
2020
Q4 		– Sell
-72
Closed -$4.89K – 844
2020
Q3 		$4K Buy
72
+1
+1% +$65 ﹤0.01% 287
2020
Q2 		$4K Hold
71
– – ﹤0.01% 261
2020
Q1 		$3K Buy
71
+1
+1% +$69 ﹤0.01% 293
2019
Q4 		$5K Hold
70
– – ﹤0.01% 388
2019
Q3 		$4K Buy
+70
New +$3.88K ﹤0.01% 499
2019
Q2 		– Sell
-423
Closed -$28K – 1003
2019
Q1 		$28K Buy
+423
New +$29.3K 0.03% 133

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return