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SYSTM Wealth Solutions’s Agilent Technologies A Stock Holding History

SYSTM Wealth Solutions’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,835
Closed -$413K – 660
2024
Q1 		$413K Buy
2,835
+185
+7% +$25.3K 0.05% 304
2023
Q4 		$369K Buy
2,650
+817
+45% +$97.2K 0.05% 303
2023
Q3 		$205K Buy
+1,833
New +$220K 0.03% 434
2023
Q1 		– Sell
-17,343
Closed -$2.6M – 465
2022
Q4 		$2.6M Buy
+17,343
New +$2.48M 0.32% 81

Other funds holding A

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SYSTM Wealth Solutions's A Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Agilent Technologies (A) in Q2 2024, closing a stake of 2,835 shares — an estimated $413K sold.

SYSTM Wealth Solutions first reported a position in A in Q4 2022 and held it in 4 quarters. The position peaked at $2.6M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold A as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Agilent Technologies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,835 Agilent Technologies shares in Q2 2024, an estimated $413K.
  • SYSTM Wealth Solutions first reported a position in Agilent Technologies in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Agilent Technologies position peaked at $2.6M in Q4 2022.
  • 1,010 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.