LWPC
STT icon

Legacy Wealth Partners (California)’s State Street STT Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q2 		– Sell
-5,068
Closed -$270K – 113
2020
Q1 		$270K Sell
5,068
-5,930
-54% -$412K 0.25% 71
2019
Q4 		$880K Buy
+10,998
New +$774K 0.64% 32

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Partners (California)'s STT Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of State Street (STT) in Q2 2020, closing a stake of 5,068 shares — an estimated $270K sold.

Legacy Wealth Partners (California) first reported a position in STT in Q4 2019 and held it in 2 quarters. The position peaked at $880K in Q4 2019. 778 funds tracked by Wall St. Rank hold STT as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining State Street position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 5,068 State Street shares in Q2 2020, an estimated $270K.
  • Legacy Wealth Partners (California) first reported a position in State Street in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s State Street position peaked at $880K in Q4 2019.
  • 778 funds tracked by Wall St. Rank held State Street as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.