A detailed history of Beaumont Financial Advisors, LLC transactions in State Street Corp stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,379 shares of STT stock, worth $329,452. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,379
Previous 3,379 -0.0%
Holding current value
$329,452
Previous $250,000 19.6%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$70.91 - $78.01 $3,758 - $4,134
53 Added 1.59%
3,379 $250,000
Q4 2023

Jan 31, 2024

SELL
$62.93 - $78.55 $2,076 - $2,592
-33 Reduced 0.98%
3,326 $257,000
Q3 2023

Nov 01, 2023

SELL
$65.85 - $77.46 $1,185 - $1,394
-18 Reduced 0.53%
3,359 $224,000
Q2 2023

Aug 02, 2023

BUY
$66.54 - $80.03 $1,131 - $1,360
17 Added 0.51%
3,377 $247,000
Q1 2023

May 08, 2023

SELL
$71.65 - $94.11 $7,165 - $9,411
-100 Reduced 2.89%
3,360 $254,000
Q4 2022

Jan 25, 2023

BUY
$60.09 - $81.34 $207,911 - $281,436
3,460 New
3,460 $0

Others Institutions Holding STT

About STATE STREET CORP


  • Ticker STT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 366,940,000
  • Market Cap $35.8B
  • Description
  • State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody; product accounting; daily pricing and administration; master trust and master custody; depotbank services; record-keeping; ...
More about STT
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.