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Horizon Advisory Services’s State Street STT Stock Holding History

Horizon Advisory Services’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
-3,789
Closed -$335K – 64
2024
Q3 		$335K Sell
3,789
-75
-2% -$6.18K 0.15% 22
2024
Q2 		$286K Buy
3,864
+7
+0.2% +$522 0.14% 28
2024
Q1 		$298K Buy
+3,857
New +$286K 0.14% 28

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 $3.37T AUM 44.26% 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

Horizon Advisory Services's STT Position: Q4 2024 in Review

Horizon Advisory Services sold out of State Street (STT) in Q4 2024, closing a stake of 3,789 shares — an estimated $335K sold.

Horizon Advisory Services first reported a position in STT in Q1 2024 and held it in 3 quarters. The position peaked at $335K in Q3 2024. 1,006 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Horizon Advisory Services reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
  • Horizon Advisory Services sold 3,789 State Street shares in Q4 2024, an estimated $335K.
  • Horizon Advisory Services first reported a position in State Street in Q1 2024 and held it in 3 quarters.
  • Horizon Advisory Services's State Street position peaked at $335K in Q3 2024.
  • 1,006 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Horizon Advisory Services's 13F filing for Q4 2024, filed 4 Feb 2025.