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Stewart & Patten Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Stewart & Patten Company’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-623
Closed -$254K – 92
2023
Q2 		$254K Sell
623
-435
-41% -$168K 0.04% 76
2023
Q1 		$398K Buy
+1,058
New +$388K 0.07% 61

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stewart & Patten Company's VOO Position: Q3 2023 in Review

Stewart & Patten Company sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 623 shares — an estimated $254K sold.

Stewart & Patten Company first reported a position in VOO in Q1 2023 and held it in 2 quarters. The position peaked at $398K in Q1 2023. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

  • Stewart & Patten Company reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • Stewart & Patten Company sold 623 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $254K.
  • Stewart & Patten Company first reported a position in Vanguard S&P 500 ETF in Q1 2023 and held it in 2 quarters.
  • Stewart & Patten Company's Vanguard S&P 500 ETF position peaked at $398K in Q1 2023.
  • 2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Stewart & Patten Company's 13F filing for Q3 2023, filed 19 Oct 2023.