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Wealthspire Advisors (Maryland)’s State Street STT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,437
Closed -$95K – 1819
2019
Q1 		$95K Buy
1,437
+29
+2% +$2.01K 0.01% 656
2018
Q4 		$89K Buy
1,408
+112
+9% +$8.02K 0.01% 643
2018
Q3 		$109K Sell
1,296
-170
-12% -$14.9K 0.01% 651
2018
Q2 		$136K Sell
1,466
-95
-6% -$9.42K 0.01% 587
2018
Q1 		$156K Buy
1,561
+31
+2% +$3.25K 0.01% 554
2017
Q4 		$149K Buy
1,530
+235
+18% +$22.5K 0.01% 579
2017
Q3 		$124K Buy
1,295
+29
+2% +$2.7K 0.01% 627
2017
Q2 		$114K Buy
1,266
+168
+15% +$14K 0.01% 645
2017
Q1 		$87K Buy
1,098
+9
+0.8% +$714 0.01% 651
2016
Q4 		$85K Sell
1,089
-320
-23% -$24.1K 0.01% 631
2016
Q3 		$98K Buy
1,409
+446
+46% +$29.1K 0.02% 572
2016
Q2 		$52K Buy
963
+1
+0.1% +$60 0.01% 725
2016
Q1 		$56K Sell
962
-511
-35% -$29K 0.01% 679
2015
Q4 		$98K Buy
+1,473
New +$102K 0.02% 529

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street (STT) in Q2 2019, closing a stake of 1,437 shares — an estimated $95K sold.

Wealthspire Advisors (Maryland) first reported a position in STT in Q4 2015 and held it in 14 quarters. The position peaked at $156K in Q1 2018. 780 funds tracked by Wall St. Rank hold STT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,437 State Street shares in Q2 2019, an estimated $95K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s State Street position peaked at $156K in Q1 2018.
  • 780 funds tracked by Wall St. Rank held State Street as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.