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TFO Wealth Partners’s State Street STT Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-5
Closed -$387 – 663
2024
Q1 		$387 Sell
5
-3
-38% -$223 ﹤0.01% 323
2023
Q4 		$620 Hold
8
– – ﹤0.01% 283
2023
Q3 		$585 Buy
8
+3
+60% +$212 ﹤0.01% 416
2023
Q2 		$366 Hold
5
– – ﹤0.01% 351
2023
Q1 		$378 Buy
5
+3
+150% +$253 ﹤0.01% 307
2022
Q4 		$198 Buy
+2
New +$147 ﹤0.01% 633
2022
Q3 		– Sell
-64
Closed -$4K – 447
2022
Q2 		$4K Buy
+64
New +$4.53K ﹤0.01% 237

Other funds holding STT

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return