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SYSTM Wealth Solutions’s F&G Annuities & Life FG Stock Holding History

SYSTM Wealth Solutions’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22
Closed -$838 – 285
2024
Q2 		$838 Hold
22
– – ﹤0.01% 653
2024
Q1 		$893 Hold
22
– – ﹤0.01% 954
2023
Q4 		$1.01K Buy
+22
New +$820 ﹤0.01% 987

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BWA
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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of F&G Annuities & Life (FG) in Q3 2024, closing a stake of 22 shares — an estimated $838 sold.

SYSTM Wealth Solutions first reported a position in FG in Q4 2023 and held it in 3 quarters. The position peaked at $1.01K in Q4 2023. 200 funds tracked by Wall St. Rank hold FG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining F&G Annuities & Life position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 22 F&G Annuities & Life shares in Q3 2024, an estimated $838.
  • SYSTM Wealth Solutions first reported a position in F&G Annuities & Life in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's F&G Annuities & Life position peaked at $1.01K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2024.

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