Heck Capital Advisors’s State Street STT Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-30	Closed	-$2.94K	–	717
2024 Q4	$2.94K	Buy	+30	New	+$2.84K	﹤0.01%	608

Other funds holding STT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Heck Capital Advisors's STT Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street (STT) in Q1 2025, closing a stake of 30 shares — an estimated $2.94K sold.

Heck Capital Advisors first reported a position in STT in Q4 2024 and held it in 1 quarter. The position peaked at $2.94K in Q4 2024. 990 funds tracked by Wall St. Rank hold STT as of Q1 2025.

Heck Capital Advisors reported no remaining State Street position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 30 State Street shares in Q1 2025, an estimated $2.94K.
Heck Capital Advisors first reported a position in State Street in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's State Street position peaked at $2.94K in Q4 2024.
990 funds tracked by Wall St. Rank held State Street as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.