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SYSTM Wealth Solutions’s Americold COLD Stock Holding History

SYSTM Wealth Solutions’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,954
Closed -$50.3K – 203
2024
Q2 		$50.3K Buy
1,954
+68
+4% +$1.67K 0.01% 284
2024
Q1 		$47.3K Buy
1,886
+430
+30% +$11.7K 0.01% 586
2023
Q4 		$44.3K Buy
+1,456
New +$40.7K 0.01% 602

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Americold (COLD) in Q3 2024, closing a stake of 1,954 shares — an estimated $50.3K sold.

SYSTM Wealth Solutions first reported a position in COLD in Q4 2023 and held it in 3 quarters. The position peaked at $50.3K in Q2 2024. 363 funds tracked by Wall St. Rank hold COLD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Americold position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,954 Americold shares in Q3 2024, an estimated $50.3K.
  • SYSTM Wealth Solutions first reported a position in Americold in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Americold position peaked at $50.3K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held Americold as of Q3 2024.

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