Wingate Wealth Advisors’s State Street STT Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-158	Closed	-$15.5K	–	392
2024 Q4	$15.5K	Buy	+158	New	+$15K	0.02%	309

Other funds holding STT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wingate Wealth Advisors's STT Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of State Street (STT) in Q1 2025, closing a stake of 158 shares — an estimated $15.5K sold.

Wingate Wealth Advisors first reported a position in STT in Q4 2024 and held it in 1 quarter. The position peaked at $15.5K in Q4 2024. 986 funds tracked by Wall St. Rank hold STT as of Q1 2025.

Wingate Wealth Advisors reported no remaining State Street position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 158 State Street shares in Q1 2025, an estimated $15.5K.
Wingate Wealth Advisors first reported a position in State Street in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's State Street position peaked at $15.5K in Q4 2024.
986 funds tracked by Wall St. Rank held State Street as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.