TRUADVICE’s State Street STT Stock Holding History

TRUADVICE’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
2021 Q1	–	Sell	-3,620	Closed	-$254K	–	316
2020 Q4	$254K	Buy	+3,620	New	+$246K	0.08%	230

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TRUADVICE's STT Position: Q1 2021 in Review

TRUADVICE sold out of State Street (STT) in Q1 2021, closing a stake of 3,620 shares — an estimated $254K sold.

TRUADVICE first reported a position in STT in Q4 2020 and held it in 1 quarter. The position peaked at $254K in Q4 2020. 839 funds tracked by Wall St. Rank hold STT as of Q1 2021.

TRUADVICE reported no remaining State Street position as of Q1 2021 after selling out during the quarter.
TRUADVICE sold 3,620 State Street shares in Q1 2021, an estimated $254K.
TRUADVICE first reported a position in State Street in Q4 2020 and held it in 1 quarter.
TRUADVICE's State Street position peaked at $254K in Q4 2020.
839 funds tracked by Wall St. Rank held State Street as of Q1 2021.

Based on TRUADVICE's 13F filing for Q1 2021, filed 30 Apr 2021.