HWA
STT icon

Heritage Wealth Advisors’s State Street STT Stock Holding History

Heritage Wealth 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
2024
Q4 		– Sell
-300
Closed -$26.5K – 641
2024
Q3 		$26.5K Buy
+300
New +$24.7K ﹤0.01% 373
2021
Q2 		– Sell
-225
Closed -$18.9K – 589
2021
Q1 		$18.9K Buy
225
+100
+80% +$7.75K ﹤0.01% 423
2020
Q4 		$9K Buy
+125
New +$8.48K ﹤0.01% 464

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Heritage Wealth Advisors's STT Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of State Street (STT) in Q4 2024, closing a stake of 300 shares — an estimated $26.5K sold.

Heritage Wealth Advisors first reported a position in STT in Q4 2020 and held it in 3 quarters. The position peaked at $26.5K in Q3 2024. 1,008 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Heritage Wealth Advisors reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 300 State Street shares in Q4 2024, an estimated $26.5K.
  • Heritage Wealth Advisors first reported a position in State Street in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's State Street position peaked at $26.5K in Q3 2024.
  • 1,008 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.