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Wetzel Investment Advisors’s State Street STT Stock Holding History

Wetzel Investment Advisors’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
-155
Closed -$12K – 796
2024
Q2 		$12K Hold
155
– – 0.01% 432
2024
Q1 		$11.3K Hold
155
– – 0.01% 505
2023
Q4 		$12K Buy
+155
New +$10.8K 0.01% 488

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wetzel Investment Advisors's STT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street (STT) in Q3 2024, closing a stake of 155 shares — an estimated $12K sold.

Wetzel Investment Advisors first reported a position in STT in Q4 2023 and held it in 3 quarters. The position peaked at $12K in Q4 2023. 922 funds tracked by Wall St. Rank hold STT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 155 State Street shares in Q3 2024, an estimated $12K.
  • Wetzel Investment Advisors first reported a position in State Street in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street position peaked at $12K in Q4 2023.
  • 922 funds tracked by Wall St. Rank held State Street as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.