Ten Capital Wealth Advisors’s State Street STT Stock Holding History

Ten Capital 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 Q2	–	Sell	-100	Closed	-$7.57K	–	487
2023 Q1	$7.57K	Hold	100	–	–	﹤0.01%	387
2022 Q4	$7.76K	Hold	100	–	–	﹤0.01%	339
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	388
2022 Q2	$6K	Sell	100 -171	-63%	-$12.1K	﹤0.01%	317
2022 Q1	$24K	Hold	271	–	–	0.01%	200
2021 Q4	$25K	Hold	271	–	–	0.01%	204
2021 Q3	$23K	Hold	271	–	–	0.01%	194
2021 Q2	$22K	Buy	+271	New	+$22.9K	0.01%	246

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

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

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

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

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

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

Ten Capital Wealth Advisors's STT Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street (STT) in Q2 2023, closing a stake of 100 shares — an estimated $7.57K sold.

Ten Capital Wealth Advisors first reported a position in STT in Q2 2021 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 841 funds tracked by Wall St. Rank hold STT as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 100 State Street shares in Q2 2023, an estimated $7.57K.
Ten Capital Wealth Advisors first reported a position in State Street in Q2 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's State Street position peaked at $25K in Q4 2021.
841 funds tracked by Wall St. Rank held State Street as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.