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Wealth Quarterback’s State Street STT Stock Holding History

Wealth Quarterback’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
Q3 		$6K Buy
63
+1
+2% +$87 ﹤0.01% 575
2021
Q2 		$6K Buy
+62
New +$5.23K ﹤0.01% 589
2020
Q1 		– Sell
-7
Closed -$574 – 1114
2019
Q4 		$574 Buy
+7
New +$493 ﹤0.01% 899

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Quarterback's STT Position: Q3 2021 in Review

Wealth Quarterback increased its State Street (STT) stake by 1.6% in Q3 2021, buying an estimated $87 and bringing the position to 63 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Wealth Quarterback first reported a position in STT in Q4 2019 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold STT as of Q3 2021.

  • Wealth Quarterback held 63 shares of State Street worth $6K as of Q3 2021.
  • Wealth Quarterback bought 1 State Street share in Q3 2021, an estimated $87.
  • State Street made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #575 holding.
  • Wealth Quarterback first reported a position in State Street in Q4 2019 and has held it in 3 quarters since.
  • 839 funds tracked by Wall St. Rank held State Street as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.