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SYSTM Wealth Solutions’s Commercial Metals CMC Stock Holding History

SYSTM Wealth Solutions’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41
Closed -$2.25K – 192
2024
Q2 		$2.25K Sell
41
-699
-94% -$38.6K ﹤0.01% 610
2024
Q1 		$43.5K Buy
+740
New +$39.2K 0.01% 600

Other funds holding CMC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Commercial Metals (CMC) in Q3 2024, closing a stake of 41 shares — an estimated $2.25K sold.

SYSTM Wealth Solutions first reported a position in CMC in Q1 2024 and held it in 2 quarters. The position peaked at $43.5K in Q1 2024. 419 funds tracked by Wall St. Rank hold CMC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Commercial Metals position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 41 Commercial Metals shares in Q3 2024, an estimated $2.25K.
  • SYSTM Wealth Solutions first reported a position in Commercial Metals in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Commercial Metals position peaked at $43.5K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2024.

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