Wipfli Financial Advisors’s State Street STT Stock Holding History

Wipfli Financial 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
2022 Q3	$147K	Buy	+2,393	New	+$164K	0.01%	562

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Wipfli Financial Advisors's STT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street (STT) in Q3 2022: 2,393 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings.

827 funds tracked by Wall St. Rank hold STT as of Q3 2022.

Wipfli Financial Advisors held 2,393 shares of State Street worth $147K as of Q3 2022.
State Street was a new Wipfli Financial Advisors position in Q3 2022.
State Street made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #562 holding.
827 funds tracked by Wall St. Rank held State Street as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.