SWS
LEA icon

SYSTM Wealth Solutions’s Lear LEA Stock Holding History

SYSTM Wealth Solutions’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-308
Closed -$44.6K – 826
2024
Q1 		$44.6K Buy
308
+49
+19% +$6.71K 0.01% 599
2023
Q4 		$36.6K Buy
+259
New +$34.7K 0.01% 638
2023
Q1 		– Sell
-2,744
Closed -$340K – 500
2022
Q4 		$340K Buy
+2,744
New +$364K 0.04% 405

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Lear (LEA) in Q2 2024, closing a stake of 308 shares — an estimated $44.6K sold.

SYSTM Wealth Solutions first reported a position in LEA in Q4 2022 and held it in 3 quarters. The position peaked at $340K in Q4 2022. 441 funds tracked by Wall St. Rank hold LEA as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Lear position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 308 Lear shares in Q2 2024, an estimated $44.6K.
  • SYSTM Wealth Solutions first reported a position in Lear in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Lear position peaked at $340K in Q4 2022.
  • 441 funds tracked by Wall St. Rank held Lear as of Q2 2024.

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