SYSTM Wealth Solutions’s Cincinnati Financial CINF Stock Holding History

SYSTM Wealth Solutions’s Portfolio CINF Stock Details CINF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,721	Closed	-$589K	–	726
2024 Q1	$589K	Sell	4,721 -423	-8%	-$47.7K	0.07%	267
2023 Q4	$535K	Buy	5,144 +3,102	+152%	+$315K	0.07%	264
2023 Q3	$209K	Sell	2,042 -3,223	-61%	-$337K	0.03%	430
2023 Q2	$512K	Buy	5,265 +361	+7%	+$37.3K	0.07%	311
2023 Q1	$550K	Sell	4,904 -978	-17%	-$111K	0.08%	282
2022 Q4	$602K	Buy	+5,882	New	+$606K	0.07%	306

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

SYSTM Wealth Solutions sold out of Cincinnati Financial (CINF) in Q2 2024, closing a stake of 4,721 shares — an estimated $589K sold.

SYSTM Wealth Solutions first reported a position in CINF in Q4 2022 and held it in 6 quarters. The position peaked at $602K in Q4 2022. 751 funds tracked by Wall St. Rank hold CINF as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Cincinnati Financial position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 4,721 Cincinnati Financial shares in Q2 2024, an estimated $589K.
SYSTM Wealth Solutions first reported a position in Cincinnati Financial in Q4 2022 and held it in 6 quarters.
SYSTM Wealth Solutions's Cincinnati Financial position peaked at $602K in Q4 2022.
751 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2024.

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