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SYSTM Wealth Solutions’s Kenvue KVUE Stock Holding History

SYSTM Wealth Solutions’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28,225
Closed -$513K – 385
2024
Q2 		$513K Sell
28,225
-40,648
-59% -$788K 0.11% 141
2024
Q1 		$1.48M Sell
68,873
-364
-0.5% -$7.39K 0.19% 155
2023
Q4 		$1.49M Buy
69,237
+28,880
+72% +$578K 0.21% 142
2023
Q3 		$810K Buy
+40,357
New +$934K 0.12% 213

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 KVUE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Kenvue (KVUE) in Q3 2024, closing a stake of 28,225 shares — an estimated $513K sold.

SYSTM Wealth Solutions first reported a position in KVUE in Q3 2023 and held it in 4 quarters. The position peaked at $1.49M in Q4 2023. 1,001 funds tracked by Wall St. Rank hold KVUE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Kenvue position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 28,225 Kenvue shares in Q3 2024, an estimated $513K.
  • SYSTM Wealth Solutions first reported a position in Kenvue in Q3 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Kenvue position peaked at $1.49M in Q4 2023.
  • 1,001 funds tracked by Wall St. Rank held Kenvue as of Q3 2024.

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