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SYSTM Wealth Solutions’s Levi Strauss LEVI Stock Holding History

SYSTM Wealth Solutions’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-49,688
Closed -$771K – 501
2022
Q4 		$771K Buy
+49,688
New +$772K 0.1% 262

Other funds holding LEVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

SYSTM Wealth Solutions's LEVI Position: Q1 2023 in Review

SYSTM Wealth Solutions sold out of Levi Strauss (LEVI) in Q1 2023, closing a stake of 49,688 shares — an estimated $771K sold.

SYSTM Wealth Solutions first reported a position in LEVI in Q4 2022 and held it in 1 quarter. The position peaked at $771K in Q4 2022. 208 funds tracked by Wall St. Rank hold LEVI as of Q1 2023.

  • SYSTM Wealth Solutions reported no remaining Levi Strauss position as of Q1 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 49,688 Levi Strauss shares in Q1 2023, an estimated $771K.
  • SYSTM Wealth Solutions first reported a position in Levi Strauss in Q4 2022 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Levi Strauss position peaked at $771K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2023, filed 12 May 2023.