Sandy Cove Advisors’s State Street STT Stock Holding History

Sandy Cove 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
2022 Q2	–	Sell	-83	Closed	-$7K	–	345
2022 Q1	$7K	Hold	83	–	–	0.01%	339
2021 Q4	$8K	Buy	+83	New	+$7.82K	0.01%	307

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Sandy Cove Advisors's STT Position: Q2 2022 in Review

Sandy Cove Advisors sold out of State Street (STT) in Q2 2022, closing a stake of 83 shares — an estimated $7K sold.

Sandy Cove Advisors first reported a position in STT in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 837 funds tracked by Wall St. Rank hold STT as of Q2 2022.

Sandy Cove Advisors reported no remaining State Street position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 83 State Street shares in Q2 2022, an estimated $7K.
Sandy Cove Advisors first reported a position in State Street in Q4 2021 and held it in 2 quarters.
Sandy Cove Advisors's State Street position peaked at $8K in Q4 2021.
837 funds tracked by Wall St. Rank held State Street as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.