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Planned Solutions’s State Street STT Stock Holding History

Planned 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
2026
Q2 		$233K Buy
+1,375
New +$212K 0.07% 138
2024
Q4 		– Sell
-1,375
Closed -$122K – 566
2024
Q3 		$122K Buy
+1,375
New +$113K 0.05% 172
2024
Q1 		– Sell
-1,375
Closed -$107K – 493
2023
Q4 		$107K Buy
+1,375
New +$95.9K 0.05% 179
2021
Q1 		– Sell
-900
Closed -$66K – 362
2020
Q4 		$66K Hold
900
– – 0.05% 160
2020
Q3 		$53K Buy
+900
New +$58.4K 0.05% 143

Other funds holding STT

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return