SYSTM Wealth Solutions’s Herc Holdings HRI Stock Holding History

SYSTM Wealth Solutions’s Portfolio HRI Stock Details HRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19	Closed	-$3.2K	–	802
2024 Q1	$3.2K	Hold	19	–	–	﹤0.01%	868
2023 Q4	$2.83K	Buy	+19	New	+$2.33K	﹤0.01%	922

Other funds holding HRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Herc Holdings (HRI) in Q2 2024, closing a stake of 19 shares — an estimated $3.2K sold.

SYSTM Wealth Solutions first reported a position in HRI in Q4 2023 and held it in 2 quarters. The position peaked at $3.2K in Q1 2024. 280 funds tracked by Wall St. Rank hold HRI as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Herc Holdings position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 19 Herc Holdings shares in Q2 2024, an estimated $3.2K.
SYSTM Wealth Solutions first reported a position in Herc Holdings in Q4 2023 and held it in 2 quarters.
SYSTM Wealth Solutions's Herc Holdings position peaked at $3.2K in Q1 2024.
280 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2024.

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