SWS
BIG

SYSTM Wealth Solutions’s Big Lots, Inc. BIG Stock Holding History

SYSTM Wealth Solutions’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,387
Closed -$10.8K – 1075
2023
Q4 		$10.8K Buy
+1,387
New +$7.15K ﹤0.01% 818

Other funds holding BIG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return

SYSTM Wealth Solutions's BIG Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Big Lots, Inc. (BIG) in Q1 2024, closing a stake of 1,387 shares — an estimated $10.8K sold.

SYSTM Wealth Solutions first reported a position in BIG in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 125 funds tracked by Wall St. Rank hold BIG as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Big Lots, Inc. position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,387 Big Lots, Inc. shares in Q1 2024, an estimated $10.8K.
  • SYSTM Wealth Solutions first reported a position in Big Lots, Inc. in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Big Lots, Inc. position peaked at $10.8K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.