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SYSTM Wealth Solutions’s Energizer ENR Stock Holding History

SYSTM Wealth Solutions’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-117
Closed -$3.46K – 264
2024
Q2 		$3.46K Hold
117
– – ﹤0.01% 591
2024
Q1 		$3.44K Hold
117
– – ﹤0.01% 857
2023
Q4 		$3.71K Buy
+117
New +$3.71K ﹤0.01% 900

Other funds holding ENR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Energizer (ENR) in Q3 2024, closing a stake of 117 shares — an estimated $3.46K sold.

SYSTM Wealth Solutions first reported a position in ENR in Q4 2023 and held it in 3 quarters. The position peaked at $3.71K in Q4 2023. 304 funds tracked by Wall St. Rank hold ENR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Energizer position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 117 Energizer shares in Q3 2024, an estimated $3.46K.
  • SYSTM Wealth Solutions first reported a position in Energizer in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Energizer position peaked at $3.71K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held Energizer as of Q3 2024.

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