Personal CFO Solutions’s State Street STT Stock Holding History

Personal CFO Solutions’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
2023 Q2	–	Sell	-2,682	Closed	-$203K	–	509
2023 Q1	$203K	Buy	+2,682	New	+$226K	0.04%	445

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Personal CFO Solutions's STT Position: Q2 2023 in Review

Personal CFO Solutions sold out of State Street (STT) in Q2 2023, closing a stake of 2,682 shares — an estimated $203K sold.

Personal CFO Solutions first reported a position in STT in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 841 funds tracked by Wall St. Rank hold STT as of Q2 2023.

Personal CFO Solutions reported no remaining State Street position as of Q2 2023 after selling out during the quarter.
Personal CFO Solutions sold 2,682 State Street shares in Q2 2023, an estimated $203K.
Personal CFO Solutions first reported a position in State Street in Q1 2023 and held it in 1 quarter.
Personal CFO Solutions's State Street position peaked at $203K in Q1 2023.
841 funds tracked by Wall St. Rank held State Street as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.