SWS
DT

SYSTM Wealth Solutions’s DEUTSCHE TELEKOM AG ADS (1ORD) DT Stock Holding History

SYSTM Wealth Solutions’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,593
Closed -$286K – 1031
2023
Q3 		$286K Sell
13,593
-136
-1% -$2.86K 0.04% 371
2023
Q2 		$299K Buy
13,729
+3,867
+39% +$84.3K 0.04% 391
2023
Q1 		$239K Buy
+9,862
New +$239K 0.04% 417

Other funds holding DT

BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

SYSTM Wealth Solutions's DT Position: Q4 2023 in Review

SYSTM Wealth Solutions sold out of DEUTSCHE TELEKOM AG ADS (1ORD) (DT) in Q4 2023, closing a stake of 13,593 shares — an estimated $286K sold.

SYSTM Wealth Solutions first reported a position in DT in Q1 2023 and held it in 3 quarters. The position peaked at $299K in Q2 2023. 24 funds tracked by Wall St. Rank hold DT as of Q4 2023.

  • SYSTM Wealth Solutions reported no remaining DEUTSCHE TELEKOM AG ADS (1ORD) position as of Q4 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,593 DEUTSCHE TELEKOM AG ADS (1ORD) shares in Q4 2023, an estimated $286K.
  • SYSTM Wealth Solutions first reported a position in DEUTSCHE TELEKOM AG ADS (1ORD) in Q1 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's DEUTSCHE TELEKOM AG ADS (1ORD) position peaked at $299K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held DEUTSCHE TELEKOM AG ADS (1ORD) as of Q4 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.