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SYSTM Wealth Solutions’s First Industrial Realty Trust FR Stock Holding History

SYSTM Wealth Solutions’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-208
Closed -$9.95K – 295
2024
Q2 		$9.95K Hold
208
– – ﹤0.01% 483
2024
Q1 		$11K Sell
208
-590
-74% -$31.2K ﹤0.01% 769
2023
Q4 		$42.3K Buy
+798
New +$37.2K 0.01% 610

Other funds holding FR

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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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of First Industrial Realty Trust (FR) in Q3 2024, closing a stake of 208 shares — an estimated $9.95K sold.

SYSTM Wealth Solutions first reported a position in FR in Q4 2023 and held it in 3 quarters. The position peaked at $42.3K in Q4 2023. 399 funds tracked by Wall St. Rank hold FR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining First Industrial Realty Trust position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 208 First Industrial Realty Trust shares in Q3 2024, an estimated $9.95K.
  • SYSTM Wealth Solutions first reported a position in First Industrial Realty Trust in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's First Industrial Realty Trust position peaked at $42.3K in Q4 2023.
  • 399 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2024.

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