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SYSTM Wealth Solutions’s Axalta AXTA Stock Holding History

SYSTM Wealth Solutions’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,725
Closed -$298K – 136
2024
Q2 		$298K Hold
8,725
– – 0.07% 172
2024
Q1 		$300K Sell
8,725
-3,644
-29% -$119K 0.04% 347
2023
Q4 		$420K Sell
12,369
-210
-2% -$6.29K 0.06% 289
2023
Q3 		$338K Sell
12,579
-1,500
-11% -$44K 0.05% 344
2023
Q2 		$462K Sell
14,079
-4,286
-23% -$133K 0.06% 327
2023
Q1 		$556K Sell
18,365
-237
-1% -$6.81K 0.09% 280
2022
Q4 		$474K Buy
+18,602
New +$460K 0.06% 354

Other funds holding AXTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's AXTA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Axalta (AXTA) in Q3 2024, closing a stake of 8,725 shares — an estimated $298K sold.

SYSTM Wealth Solutions first reported a position in AXTA in Q4 2022 and held it in 7 quarters. The position peaked at $556K in Q1 2023. 400 funds tracked by Wall St. Rank hold AXTA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Axalta position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,725 Axalta shares in Q3 2024, an estimated $298K.
  • SYSTM Wealth Solutions first reported a position in Axalta in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Axalta position peaked at $556K in Q1 2023.
  • 400 funds tracked by Wall St. Rank held Axalta as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.