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MPS Loria Financial Planners’s State Street STT Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-18
Closed -$1K – 498
2021
Q1 		$1K Hold
18
– – ﹤0.01% 534
2020
Q4 		$1K Buy
+18
New +$1.22K ﹤0.01% 582

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MPS Loria Financial Planners's STT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street (STT) in Q2 2021, closing a stake of 18 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in STT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 832 funds tracked by Wall St. Rank hold STT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining State Street position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 18 State Street shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in State Street in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's State Street position peaked at $1K in Q1 2021.
  • 832 funds tracked by Wall St. Rank held State Street as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.