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

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Tyler-Stone Wealth Management's STT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street (STT) in Q3 2024, closing a stake of 170 shares — an estimated $12.6K sold.

Tyler-Stone Wealth Management first reported a position in STT in Q4 2021 and held it in 10 quarters. The position peaked at $18K in Q4 2021. 922 funds tracked by Wall St. Rank hold STT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 170 State Street shares in Q3 2024, an estimated $12.6K.
Tyler-Stone Wealth Management first reported a position in State Street in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street position peaked at $18K in Q4 2021.
922 funds tracked by Wall St. Rank held State Street as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.