SWS
ATE

SYSTM Wealth Solutions’s Advantest Corp ATE Stock Holding History

SYSTM Wealth Solutions’s Portfolio ATE Stock Details ATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,296
Closed -$372K – 1028
2023
Q3 		$372K Buy
+13,296
New +$372K 0.06% 326

Other funds holding ATE

ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

SYSTM Wealth Solutions's ATE Position: Q4 2023 in Review

SYSTM Wealth Solutions sold out of Advantest Corp (ATE) in Q4 2023, closing a stake of 13,296 shares — an estimated $372K sold.

SYSTM Wealth Solutions first reported a position in ATE in Q3 2023 and held it in 1 quarter. The position peaked at $372K in Q3 2023. 7 funds tracked by Wall St. Rank hold ATE as of Q4 2023.

  • SYSTM Wealth Solutions reported no remaining Advantest Corp position as of Q4 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,296 Advantest Corp shares in Q4 2023, an estimated $372K.
  • SYSTM Wealth Solutions first reported a position in Advantest Corp in Q3 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Advantest Corp position peaked at $372K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Advantest Corp as of Q4 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.