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SYSTM Wealth Solutions’s EOG Resources EOG Stock Holding History

SYSTM Wealth Solutions’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,807
Closed -$487K – 756
2024
Q1 		$487K Buy
+3,807
New +$444K 0.06% 287
2023
Q4 		– Sell
-4,737
Closed -$601K – 1012
2023
Q3 		$601K Sell
4,737
-295
-6% -$37.5K 0.09% 260
2023
Q2 		$576K Buy
5,032
+302
+6% +$34.5K 0.08% 294
2023
Q1 		$542K Sell
4,730
-3,550
-43% -$430K 0.08% 284
2022
Q4 		$1.07M Buy
+8,280
New +$1.1M 0.13% 191

Other funds holding EOG

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 Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYSTM Wealth Solutions's EOG Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of EOG Resources (EOG) in Q2 2024, closing a stake of 3,807 shares — an estimated $487K sold.

SYSTM Wealth Solutions first reported a position in EOG in Q4 2022 and held it in 5 quarters. The position peaked at $1.07M in Q4 2022. 1,455 funds tracked by Wall St. Rank hold EOG as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining EOG Resources position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,807 EOG Resources shares in Q2 2024, an estimated $487K.
  • SYSTM Wealth Solutions first reported a position in EOG Resources in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's EOG Resources position peaked at $1.07M in Q4 2022.
  • 1,455 funds tracked by Wall St. Rank held EOG Resources as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.