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SYSTM Wealth Solutions’s First Financial Bankshares FFIN Stock Holding History

SYSTM Wealth Solutions’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,681
Closed -$88.2K – 770
2024
Q1 		$88.2K Buy
2,681
+398
+17% +$12.2K 0.01% 494
2023
Q4 		$69.4K Buy
+2,283
New +$60.5K 0.01% 526
2023
Q2 		– Sell
-8,377
Closed -$267K – 499
2023
Q1 		$267K Sell
8,377
-31
-0.4% -$1.08K 0.04% 398
2022
Q4 		$289K Buy
+8,408
New +$318K 0.04% 445

Other funds holding FFIN

FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of First Financial Bankshares (FFIN) in Q2 2024, closing a stake of 2,681 shares — an estimated $88.2K sold.

SYSTM Wealth Solutions first reported a position in FFIN in Q4 2022 and held it in 4 quarters. The position peaked at $289K in Q4 2022. 296 funds tracked by Wall St. Rank hold FFIN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining First Financial Bankshares position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,681 First Financial Bankshares shares in Q2 2024, an estimated $88.2K.
  • SYSTM Wealth Solutions first reported a position in First Financial Bankshares in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's First Financial Bankshares position peaked at $289K in Q4 2022.
  • 296 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2024.

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