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SYSTM Wealth Solutions’s Graco GGG Stock Holding History

SYSTM Wealth Solutions’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16
Closed -$1.27K – 304
2024
Q2 		$1.27K Sell
16
-717
-98% -$60K ﹤0.01% 638
2024
Q1 		$68.5K Hold
733
– – 0.01% 535
2023
Q4 		$63.6K Buy
+733
New +$57.6K 0.01% 539
2023
Q1 		– Sell
-4,282
Closed -$288K – 488
2022
Q4 		$288K Buy
+4,282
New +$286K 0.04% 446

Other funds holding GGG

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Graco (GGG) in Q3 2024, closing a stake of 16 shares — an estimated $1.27K sold.

SYSTM Wealth Solutions first reported a position in GGG in Q4 2022 and held it in 4 quarters. The position peaked at $288K in Q4 2022. 671 funds tracked by Wall St. Rank hold GGG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Graco position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 16 Graco shares in Q3 2024, an estimated $1.27K.
  • SYSTM Wealth Solutions first reported a position in Graco in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Graco position peaked at $288K in Q4 2022.
  • 671 funds tracked by Wall St. Rank held Graco as of Q3 2024.

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