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SYSTM Wealth Solutions’s Asbury Automotive ABG Stock Holding History

SYSTM Wealth Solutions’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,267
Closed -$406K – 466
2022
Q4 		$406K Buy
+2,267
New +$379K 0.05% 378

Other funds holding ABG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SYSTM Wealth Solutions's ABG Position: Q1 2023 in Review

SYSTM Wealth Solutions sold out of Asbury Automotive (ABG) in Q1 2023, closing a stake of 2,267 shares — an estimated $406K sold.

SYSTM Wealth Solutions first reported a position in ABG in Q4 2022 and held it in 1 quarter. The position peaked at $406K in Q4 2022. 300 funds tracked by Wall St. Rank hold ABG as of Q1 2023.

  • SYSTM Wealth Solutions reported no remaining Asbury Automotive position as of Q1 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,267 Asbury Automotive shares in Q1 2023, an estimated $406K.
  • SYSTM Wealth Solutions first reported a position in Asbury Automotive in Q4 2022 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Asbury Automotive position peaked at $406K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Asbury Automotive as of Q1 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2023, filed 12 May 2023.