TCWM
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Total Clarity Wealth Management’s State Street STT Stock Holding History

Total Clarity Wealth Management’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
2025
Q3 		– Sell
-2,913
Closed -$310K – 319
2025
Q2 		$310K Sell
2,913
-3,714
-56% -$343K 0.09% 218
2025
Q1 		$650K Hold
6,627
– – 0.21% 120
2024
Q4 		$650K Sell
6,627
-784
-11% -$74.2K 0.21% 121
2024
Q3 		$656K Buy
7,411
+3,293
+80% +$272K 0.21% 125
2024
Q2 		$305K Sell
4,118
-825
-17% -$61.5K 0.11% 185
2024
Q1 		$382K Buy
4,943
+59
+1% +$4.38K 0.13% 173
2023
Q4 		$378K Sell
4,884
-237
-5% -$16.5K 0.16% 151
2023
Q3 		$343K Buy
+5,121
New +$361K 0.17% 147
2022
Q3 		– Sell
-39
Closed -$2K – 890
2022
Q2 		$2K Buy
+39
New +$2.76K ﹤0.01% 943

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return