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SYSTM Wealth Solutions’s BioLife Solutions BLFS Stock Holding History

SYSTM Wealth Solutions’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23
Closed -$427 – 699
2024
Q1 		$427 Hold
23
– – ﹤0.01% 974
2023
Q4 		$374 Buy
+23
New +$293 ﹤0.01% 1003

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Vanguard Group
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FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of BioLife Solutions (BLFS) in Q2 2024, closing a stake of 23 shares — an estimated $427 sold.

SYSTM Wealth Solutions first reported a position in BLFS in Q4 2023 and held it in 2 quarters. The position peaked at $427 in Q1 2024. 164 funds tracked by Wall St. Rank hold BLFS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining BioLife Solutions position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 23 BioLife Solutions shares in Q2 2024, an estimated $427.
  • SYSTM Wealth Solutions first reported a position in BioLife Solutions in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's BioLife Solutions position peaked at $427 in Q1 2024.
  • 164 funds tracked by Wall St. Rank held BioLife Solutions as of Q2 2024.

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