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SYSTM Wealth Solutions’s Globus Medical GMED Stock Holding History

SYSTM Wealth Solutions’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-201
Closed -$13.8K – 312
2024
Q2 		$13.8K Sell
201
-37
-16% -$2.21K ﹤0.01% 426
2024
Q1 		$12.8K Sell
238
-114
-32% -$6.13K ﹤0.01% 756
2023
Q4 		$18.8K Buy
+352
New +$17.2K ﹤0.01% 732

Other funds holding GMED

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Globus Medical (GMED) in Q3 2024, closing a stake of 201 shares — an estimated $13.8K sold.

SYSTM Wealth Solutions first reported a position in GMED in Q4 2023 and held it in 3 quarters. The position peaked at $18.8K in Q4 2023. 449 funds tracked by Wall St. Rank hold GMED as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Globus Medical position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 201 Globus Medical shares in Q3 2024, an estimated $13.8K.
  • SYSTM Wealth Solutions first reported a position in Globus Medical in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Globus Medical position peaked at $18.8K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Globus Medical as of Q3 2024.

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