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SYSTM Wealth Solutions’s H.B. Fuller FUL Stock Holding History

SYSTM Wealth Solutions’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-93
Closed -$7.16K – 300
2024
Q2 		$7.16K Sell
93
-1,776
-95% -$138K ﹤0.01% 527
2024
Q1 		$149K Hold
1,869
– – 0.02% 430
2023
Q4 		$152K Buy
+1,869
New +$138K 0.02% 410
2023
Q2 		– Sell
-3,648
Closed -$250K – 501
2023
Q1 		$250K Buy
3,648
+87
+2% +$6.07K 0.04% 410
2022
Q4 		$255K Buy
+3,561
New +$257K 0.03% 464

Other funds holding FUL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of H.B. Fuller (FUL) in Q3 2024, closing a stake of 93 shares — an estimated $7.16K sold.

SYSTM Wealth Solutions first reported a position in FUL in Q4 2022 and held it in 5 quarters. The position peaked at $255K in Q4 2022. 332 funds tracked by Wall St. Rank hold FUL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining H.B. Fuller position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 93 H.B. Fuller shares in Q3 2024, an estimated $7.16K.
  • SYSTM Wealth Solutions first reported a position in H.B. Fuller in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's H.B. Fuller position peaked at $255K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2024.

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