Moisand Fitzgerald Tamayo’s State Street STT Stock Holding History

Moisand Fitzgerald Tamayo’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	–	Sell	-76	Closed	-$5K	–	839
2022 Q3	$5K	Buy	+76	New	+$5.2K	﹤0.01%	382
2020 Q3	–	Sell	-23	Closed	-$1K	–	361
2020 Q2	$1K	Buy	+23	New	+$1.39K	﹤0.01%	300

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Moisand Fitzgerald Tamayo's STT Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of State Street (STT) in Q4 2022, closing a stake of 76 shares — an estimated $5K sold.

Moisand Fitzgerald Tamayo first reported a position in STT in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 884 funds tracked by Wall St. Rank hold STT as of Q4 2022.

Moisand Fitzgerald Tamayo reported no remaining State Street position as of Q4 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 76 State Street shares in Q4 2022, an estimated $5K.
Moisand Fitzgerald Tamayo first reported a position in State Street in Q2 2020 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's State Street position peaked at $5K in Q3 2022.
884 funds tracked by Wall St. Rank held State Street as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.