HC Financial Advisors’s State Street STT Stock Holding History

HC Financial Advisors’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 Q1	–	Sell	-600	Closed	-$56K	–	337
2021 Q4	$56K	Hold	600	–	–	0.03%	132
2021 Q3	$51K	Hold	600	–	–	0.03%	129
2021 Q2	$49K	Hold	600	–	–	0.03%	134
2021 Q1	$50K	Sell	600 -419	-41%	-$32.5K	0.03%	131
2020 Q4	$74K	Sell	1,019 -253	-20%	-$17.2K	0.05%	110
2020 Q3	$75K	Buy	1,272 +253	+25%	+$16.4K	0.05%	100
2020 Q2	$65K	Hold	1,019	–	–	0.05%	94
2020 Q1	$54K	Buy	+1,019	New	+$70.8K	0.05%	101

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HC Financial Advisors's STT Position: Q1 2022 in Review

HC Financial Advisors sold out of State Street (STT) in Q1 2022, closing a stake of 600 shares — an estimated $56K sold.

HC Financial Advisors first reported a position in STT in Q1 2020 and held it in 8 quarters. The position peaked at $75K in Q3 2020. 875 funds tracked by Wall St. Rank hold STT as of Q1 2022.

HC Financial Advisors reported no remaining State Street position as of Q1 2022 after selling out during the quarter.
HC Financial Advisors sold 600 State Street shares in Q1 2022, an estimated $56K.
HC Financial Advisors first reported a position in State Street in Q1 2020 and held it in 8 quarters.
HC Financial Advisors's State Street position peaked at $75K in Q3 2020.
875 funds tracked by Wall St. Rank held State Street as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.