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SYSTM Wealth Solutions’s Community Trust Bancorp CTBI Stock Holding History

SYSTM Wealth Solutions’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-464
Closed -$20.3K – 999
2023
Q4 		$20.3K Buy
+464
New +$18.3K ﹤0.01% 717

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Community Trust Bancorp (CTBI) in Q1 2024, closing a stake of 464 shares — an estimated $20.3K sold.

SYSTM Wealth Solutions first reported a position in CTBI in Q4 2023 and held it in 1 quarter. The position peaked at $20.3K in Q4 2023. 129 funds tracked by Wall St. Rank hold CTBI as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Community Trust Bancorp position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 464 Community Trust Bancorp shares in Q1 2024, an estimated $20.3K.
  • SYSTM Wealth Solutions first reported a position in Community Trust Bancorp in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Community Trust Bancorp position peaked at $20.3K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q1 2024.

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