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SYSTM Wealth Solutions’s Hyatt Hotels H Stock Holding History

SYSTM Wealth Solutions’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-85
Closed -$12.9K – 323
2024
Q2 		$12.9K Buy
85
+75
+750% +$11.3K ﹤0.01% 441
2024
Q1 		$1.6K Buy
+10
New +$1.41K ﹤0.01% 917

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Massachusetts Financial Services
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Hyatt Hotels (H) in Q3 2024, closing a stake of 85 shares — an estimated $12.9K sold.

SYSTM Wealth Solutions first reported a position in H in Q1 2024 and held it in 2 quarters. The position peaked at $12.9K in Q2 2024. 436 funds tracked by Wall St. Rank hold H as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Hyatt Hotels position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 85 Hyatt Hotels shares in Q3 2024, an estimated $12.9K.
  • SYSTM Wealth Solutions first reported a position in Hyatt Hotels in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Hyatt Hotels position peaked at $12.9K in Q2 2024.
  • 436 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2024.

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