TWMP
STT icon

Taylor Wealth Management Partners’s State Street STT Stock Holding History

Taylor Wealth Management Partners’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
2018
Q3 		– Sell
-20,115
Closed -$1.87M – 143
2018
Q2 		$1.87M Sell
20,115
-235
-1% -$23.3K 0.83% 35
2018
Q1 		$2.03M Sell
20,350
-4,589
-18% -$481K 0.98% 34
2017
Q4 		$2.43M Buy
24,939
+310
+1% +$29.6K 1.03% 35
2017
Q3 		$2.35M Sell
24,629
-141
-0.6% -$13.1K 1.05% 36
2017
Q2 		$2.22M Buy
24,770
+115
+0.5% +$9.56K 1.01% 35
2017
Q1 		$1.96M Buy
24,655
+495
+2% +$39.3K 0.89% 37
2016
Q4 		$1.88M Buy
+24,160
New +$1.82M 0.87% 38

Other funds holding STT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return