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SYSTM Wealth Solutions’s Equity Residential EQR Stock Holding History

SYSTM Wealth Solutions’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-874
Closed -$60.6K – 272
2024
Q2 		$60.6K Sell
874
-109
-11% -$7.09K 0.01% 271
2024
Q1 		$62.2K Sell
983
-186
-16% -$11.3K 0.01% 550
2023
Q4 		$71.8K Buy
+1,169
New +$67.6K 0.01% 517

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Equity Residential (EQR) in Q3 2024, closing a stake of 874 shares — an estimated $60.6K sold.

SYSTM Wealth Solutions first reported a position in EQR in Q4 2023 and held it in 3 quarters. The position peaked at $71.8K in Q4 2023. 677 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Equity Residential position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 874 Equity Residential shares in Q3 2024, an estimated $60.6K.
  • SYSTM Wealth Solutions first reported a position in Equity Residential in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Equity Residential position peaked at $71.8K in Q4 2023.
  • 677 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

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