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SYSTM Wealth Solutions’s Warrior Met Coal HCC Stock Holding History

SYSTM Wealth Solutions’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-635
Closed -$38.5K – 795
2024
Q1 		$38.5K Buy
+635
New +$38.5K ﹤0.01% 616

Other funds holding HCC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Warrior Met Coal (HCC) in Q2 2024, closing a stake of 635 shares — an estimated $38.5K sold.

SYSTM Wealth Solutions first reported a position in HCC in Q1 2024 and held it in 1 quarter. The position peaked at $38.5K in Q1 2024. 291 funds tracked by Wall St. Rank hold HCC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Warrior Met Coal position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 635 Warrior Met Coal shares in Q2 2024, an estimated $38.5K.
  • SYSTM Wealth Solutions first reported a position in Warrior Met Coal in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Warrior Met Coal position peaked at $38.5K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2024.

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