Heritage Wealth Management (Arizona)’s State Street STT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$3.88K	Buy	+50	New	+$3.68K	﹤0.01%	915

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s STT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in State Street (STT) in Q4 2022: 50 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings.

884 funds tracked by Wall St. Rank hold STT as of Q4 2022.

Heritage Wealth Management (Arizona) held 50 shares of State Street worth $3.88K as of Q4 2022.
State Street was a new Heritage Wealth Management (Arizona) position in Q4 2022.
State Street made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #915 holding.
884 funds tracked by Wall St. Rank held State Street as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.