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SYSTM Wealth Solutions’s ESCO Technologies ESE Stock Holding History

SYSTM Wealth Solutions’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22
Closed -$2.36K – 757
2024
Q1 		$2.36K Hold
22
– – ﹤0.01% 892
2023
Q4 		$2.58K Buy
+22
New +$2.31K ﹤0.01% 928

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of ESCO Technologies (ESE) in Q2 2024, closing a stake of 22 shares — an estimated $2.36K sold.

SYSTM Wealth Solutions first reported a position in ESE in Q4 2023 and held it in 2 quarters. The position peaked at $2.58K in Q4 2023. 257 funds tracked by Wall St. Rank hold ESE as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining ESCO Technologies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 22 ESCO Technologies shares in Q2 2024, an estimated $2.36K.
  • SYSTM Wealth Solutions first reported a position in ESCO Technologies in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's ESCO Technologies position peaked at $2.58K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2024.

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