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Triangle Securities Wealth Management’s State Street STT Stock Holding History

Triangle Securities 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
2024
Q1 		– Sell
-3,210
Closed -$249K – 195
2023
Q4 		$249K Hold
3,210
– – 0.08% 182
2023
Q3 		$215K Buy
3,210
+60
+2% +$4.23K 0.08% 180
2023
Q2 		$231K Buy
+3,150
New +$226K 0.08% 179

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Triangle Securities Wealth Management's STT Position: Q1 2024 in Review

Triangle Securities Wealth Management sold out of State Street (STT) in Q1 2024, closing a stake of 3,210 shares — an estimated $249K sold.

Triangle Securities Wealth Management first reported a position in STT in Q2 2023 and held it in 3 quarters. The position peaked at $249K in Q4 2023. 922 funds tracked by Wall St. Rank hold STT as of Q1 2024.

  • Triangle Securities Wealth Management reported no remaining State Street position as of Q1 2024 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,210 State Street shares in Q1 2024, an estimated $249K.
  • Triangle Securities Wealth Management first reported a position in State Street in Q2 2023 and held it in 3 quarters.
  • Triangle Securities Wealth Management's State Street position peaked at $249K in Q4 2023.
  • 922 funds tracked by Wall St. Rank held State Street as of Q1 2024.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2024, filed 10 Apr 2024.