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SYSTM Wealth Solutions’s Grocery Outlet GO Stock Holding History

SYSTM Wealth Solutions’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-93
Closed -$2.68K – 788
2024
Q1 		$2.68K Hold
93
– – ﹤0.01% 882
2023
Q4 		$2.51K Buy
+93
New +$2.61K ﹤0.01% 931
2023
Q1 		– Sell
-70,821
Closed -$2.07M – 491
2022
Q4 		$2.07M Buy
+70,821
New +$2.22M 0.26% 107

Other funds holding GO

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYSTM Wealth Solutions's GO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Grocery Outlet (GO) in Q2 2024, closing a stake of 93 shares — an estimated $2.68K sold.

SYSTM Wealth Solutions first reported a position in GO in Q4 2022 and held it in 3 quarters. The position peaked at $2.07M in Q4 2022. 216 funds tracked by Wall St. Rank hold GO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Grocery Outlet position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 93 Grocery Outlet shares in Q2 2024, an estimated $2.68K.
  • SYSTM Wealth Solutions first reported a position in Grocery Outlet in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Grocery Outlet position peaked at $2.07M in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.