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Tyler-Stone Wealth Management’s State Street STT Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-170
Closed -$12.6K – 867
2024
Q2 		$12.6K Hold
170
– – 0.01% 619
2024
Q1 		$13.1K Hold
170
– – 0.01% 604
2023
Q4 		$13.2K Hold
170
– – 0.01% 588
2023
Q3 		$11K Hold
170
– – 0.01% 598
2023
Q2 		$12K Buy
+170
New +$12.2K 0.01% 581
2022
Q4 		$13K Hold
170
– – 0.01% 518
2022
Q3 		$10K Hold
170
– – 0.01% 542
2022
Q2 		$10K Hold
170
– – 0.01% 562
2022
Q1 		$15K Sell
170
-26
-13% -$2.41K 0.01% 506
2021
Q4 		$18K Buy
+196
New +$18.5K 0.01% 504

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
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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return