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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 – 662
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TFO Wealth Partners's STT Position: Q2 2024 in Review

TFO Wealth Partners sold out of State Street (STT) in Q2 2024, closing a stake of 5 shares — an estimated $387 sold.

TFO Wealth Partners first reported a position in STT in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 903 funds tracked by Wall St. Rank hold STT as of Q2 2024.

  • TFO Wealth Partners reported no remaining State Street position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 State Street shares in Q2 2024, an estimated $387.
  • TFO Wealth Partners first reported a position in State Street in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's State Street position peaked at $4K in Q2 2022.
  • 903 funds tracked by Wall St. Rank held State Street as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.