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SYSTM Wealth Solutions’s Donaldson DCI Stock Holding History

SYSTM Wealth Solutions’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-105
Closed -$7.51K – 232
2024
Q2 		$7.51K Sell
105
-19
-15% -$1.39K ﹤0.01% 520
2024
Q1 		$9.26K Hold
124
– – ﹤0.01% 784
2023
Q4 		$8.1K Buy
+124
New +$7.56K ﹤0.01% 850

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Donaldson (DCI) in Q3 2024, closing a stake of 105 shares — an estimated $7.51K sold.

SYSTM Wealth Solutions first reported a position in DCI in Q4 2023 and held it in 3 quarters. The position peaked at $9.26K in Q1 2024. 534 funds tracked by Wall St. Rank hold DCI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Donaldson position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 105 Donaldson shares in Q3 2024, an estimated $7.51K.
  • SYSTM Wealth Solutions first reported a position in Donaldson in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Donaldson position peaked at $9.26K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held Donaldson as of Q3 2024.

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