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Northwest Financial Advisors’s State Street STT Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-19
Closed -$1.68K – 484
2024
Q3 		$1.68K Buy
+19
New +$1.57K ﹤0.01% 506
2024
Q1 		– Sell
-19
Closed -$1.47K – 462
2023
Q4 		$1.47K Buy
+19
New +$1.32K ﹤0.01% 505

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Northwest Financial Advisors's STT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street (STT) in Q4 2024, closing a stake of 19 shares — an estimated $1.68K sold.

Northwest Financial Advisors first reported a position in STT in Q4 2023 and held it in 2 quarters. The position peaked at $1.68K in Q3 2024. 1,008 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 19 State Street shares in Q4 2024, an estimated $1.68K.
  • Northwest Financial Advisors first reported a position in State Street in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street position peaked at $1.68K in Q3 2024.
  • 1,008 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.