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WR Wealth Planners’s State Street STT Stock Holding History

WR Wealth Planners’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
Q4 		$3.93K Buy
40
+15
+60% +$1.42K ﹤0.01% 743
2024
Q3 		$2.21K Sell
25
-18
-42% -$1.48K ﹤0.01% 887
2024
Q2 		$3.18K Buy
43
+19
+79% +$1.42K ﹤0.01% 791
2024
Q1 		$1.86K Buy
+24
New +$1.78K ﹤0.01% 886

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WR Wealth Planners's STT Position: Q4 2024 in Review

WR Wealth Planners increased its State Street (STT) stake by 60% in Q4 2024, buying an estimated $1.42K and bringing the position to 40 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

WR Wealth Planners first reported a position in STT in Q1 2024 and has held it in 4 quarters since. 1,003 funds tracked by Wall St. Rank hold STT as of Q4 2024.

  • WR Wealth Planners held 40 shares of State Street worth $3.93K as of Q4 2024.
  • WR Wealth Planners bought 15 State Street shares in Q4 2024, an estimated $1.42K.
  • State Street made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #743 holding.
  • WR Wealth Planners first reported a position in State Street in Q1 2024 and has held it in 4 quarters since.
  • 1,003 funds tracked by Wall St. Rank held State Street as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.