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Life Planning Partners’s State Street STT Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-1,026
Closed -$79.5K – 216
2023
Q4 		$79.5K Buy
+1,026
New +$71.5K 0.08% 85
2022
Q3 		$62.4K Hold
1,026
– – 0.07% 82
2022
Q2 		$63K Hold
1,026
– – 0.07% 81
2022
Q1 		$89K Hold
1,026
– – 0.09% 68
2021
Q4 		$95K Buy
+1,026
New +$96.7K 0.1% 68

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Life Planning Partners's STT Position: Q1 2024 in Review

Life Planning Partners sold out of State Street (STT) in Q1 2024, closing a stake of 1,026 shares — an estimated $79.5K sold.

Life Planning Partners first reported a position in STT in Q4 2021 and held it in 5 quarters. The position peaked at $95K in Q4 2021. 922 funds tracked by Wall St. Rank hold STT as of Q1 2024.

  • Life Planning Partners reported no remaining State Street position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,026 State Street shares in Q1 2024, an estimated $79.5K.
  • Life Planning Partners first reported a position in State Street in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's State Street position peaked at $95K in Q4 2021.
  • 922 funds tracked by Wall St. Rank held State Street as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.