Liberty Wealth Management’s State Street STT Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-41	Closed	-$3K	–	986
2021 Q3	$3K	Hold	41	–	–	﹤0.01%	1027
2021 Q2	$3K	Sell	41 -7	-15%	-$591	﹤0.01%	881
2021 Q1	$3K	Hold	48	–	–	﹤0.01%	783
2020 Q4	$3K	Buy	48 +7	+17%	+$475	﹤0.01%	779
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	780
2020 Q2	$3K	Sell	41 -484	-92%	-$29.2K	﹤0.01%	707
2020 Q1	$28K	Buy	525 +484	+1,180%	+$33.6K	0.02%	300
2019 Q4	$3K	Hold	41	–	–	﹤0.01%	743
2019 Q3	$2K	Buy	+41	New	+$2.27K	﹤0.01%	755

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

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

Liberty Wealth Management's STT Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street (STT) in Q4 2021, closing a stake of 41 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in STT in Q3 2019 and held it in 9 quarters. The position peaked at $28K in Q1 2020. 899 funds tracked by Wall St. Rank hold STT as of Q4 2021.

Liberty Wealth Management reported no remaining State Street position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 41 State Street shares in Q4 2021, an estimated $3K.
Liberty Wealth Management first reported a position in State Street in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's State Street position peaked at $28K in Q1 2020.
899 funds tracked by Wall St. Rank held State Street as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.