SWS
FFH

SYSTM Wealth Solutions’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History

SYSTM Wealth Solutions’s Portfolio FFH Stock Details FFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-703
Closed -$576K – 1032
2023
Q3 		$576K Sell
703
-83
-11% -$68K 0.09% 267
2023
Q2 		$589K Sell
786
-147
-16% -$110K 0.08% 291
2023
Q1 		$621K Sell
933
-126
-12% -$83.8K 0.1% 264
2022
Q4 		$629K Buy
+1,059
New +$629K 0.08% 302

Other funds holding FFH

LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LAM
Lountzis Asset Management Wyomissing, Pennsylvania $273M AUM 19.71% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of FAIRFAX FINL HLDGS LTD SUB VTG (FFH) in Q4 2023, closing a stake of 703 shares — an estimated $576K sold.

SYSTM Wealth Solutions first reported a position in FFH in Q4 2022 and held it in 4 quarters. The position peaked at $629K in Q4 2022. 17 funds tracked by Wall St. Rank hold FFH as of Q4 2023.

  • SYSTM Wealth Solutions reported no remaining FAIRFAX FINL HLDGS LTD SUB VTG position as of Q4 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 703 FAIRFAX FINL HLDGS LTD SUB VTG shares in Q4 2023, an estimated $576K.
  • SYSTM Wealth Solutions first reported a position in FAIRFAX FINL HLDGS LTD SUB VTG in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's FAIRFAX FINL HLDGS LTD SUB VTG position peaked at $629K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held FAIRFAX FINL HLDGS LTD SUB VTG as of Q4 2023.

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