Sutton Wealth Advisors’s State Street STT Stock Holding History

Sutton Wealth 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
2023 Q3	$9.04K	Buy	135 +7	+5%	+$494	﹤0.01%	487
2023 Q2	$9.37K	Sell	128 -14	-10%	-$1.01K	﹤0.01%	472
2023 Q1	$10.7K	Sell	142 -8	-5%	-$674	0.01%	409
2022 Q4	$11.6K	Sell	150 -11	-7%	-$810	﹤0.01%	890
2022 Q3	$9.79K	Buy	161 +23	+17%	+$1.57K	﹤0.01%	896
2022 Q2	$8.51K	Sell	138 -10	-7%	-$707	﹤0.01%	954
2022 Q1	$12.9K	Buy	148 +11	+8%	+$1.02K	﹤0.01%	866
2021 Q4	$12.7K	Hold	137	–	–	﹤0.01%	853
2021 Q3	$11.6K	Buy	137 +3	+2%	+$261	﹤0.01%	857
2021 Q2	$11K	Hold	134	–	–	﹤0.01%	887
2021 Q1	$11.3K	Buy	134 +4	+3%	+$310	﹤0.01%	840
2020 Q4	$9.46K	Buy	130 +8	+7%	+$543	﹤0.01%	829
2020 Q3	$7.24K	Hold	122	–	–	﹤0.01%	821
2020 Q2	$7.75K	Buy	122 +5	+4%	+$302	﹤0.01%	768
2020 Q1	$6.23K	Sell	117 -549	-82%	-$38.1K	﹤0.01%	771
2019 Q4	$52.7K	Hold	666	–	–	0.03%	297
2019 Q3	$39.4K	Buy	666 +555	+500%	+$30.8K	0.02%	367
2019 Q2	$6.22K	Sell	111 -15	-12%	-$932	﹤0.01%	882
2019 Q1	$8.29K	Hold	126	–	–	﹤0.01%	829
2018 Q4	$7.95K	Buy	126 +15	+14%	+$1.07K	0.01%	795
2018 Q3	$9.3K	Hold	111	–	–	0.01%	801
2018 Q2	$10.3K	Hold	111	–	–	0.01%	823
2018 Q1	$11.1K	Hold	111	–	–	0.01%	784
2017 Q4	$10.8K	Hold	111	–	–	0.01%	757
2017 Q3	$10.6K	Hold	111	–	–	0.01%	752
2017 Q2	$9.96K	Hold	111	–	–	0.01%	752
2017 Q1	$8.84K	Hold	111	–	–	0.01%	742
2016 Q4	$8.63K	Hold	111	–	–	0.01%	729
2016 Q3	$7.73K	Hold	111	–	–	0.01%	724
2016 Q2	$5.99K	Hold	111	–	–	0.01%	745
2016 Q1	$6.5K	Buy	+111	New	+$6.3K	0.01%	689

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's STT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its State Street (STT) stake by 5.5% in Q3 2023, buying an estimated $494 and bringing the position to 135 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Sutton Wealth Advisors first reported a position in STT in Q1 2016 and has held it in 31 quarters since. The position peaked at $52.7K in Q4 2019. 840 funds tracked by Wall St. Rank hold STT as of Q3 2023.

Sutton Wealth Advisors held 135 shares of State Street worth $9.04K as of Q3 2023.
Sutton Wealth Advisors bought 7 State Street shares in Q3 2023, an estimated $494.
State Street made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #487 holding.
Sutton Wealth Advisors first reported a position in State Street in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's State Street position peaked at $52.7K in Q4 2019.
840 funds tracked by Wall St. Rank held State Street as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.