SYSTM Wealth Solutions’s Limbach Holdings LMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-165	Closed	-$9.39K	–	399
2024 Q2	$9.39K	Buy	+165	New	+$8.15K	﹤0.01%	495

Other funds holding LMB

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

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SYSTM Wealth Solutions's LMB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Limbach Holdings (LMB) in Q3 2024, closing a stake of 165 shares — an estimated $9.39K sold.

SYSTM Wealth Solutions first reported a position in LMB in Q2 2024 and held it in 1 quarter. The position peaked at $9.39K in Q2 2024. 162 funds tracked by Wall St. Rank hold LMB as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Limbach Holdings position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 165 Limbach Holdings shares in Q3 2024, an estimated $9.39K.
SYSTM Wealth Solutions first reported a position in Limbach Holdings in Q2 2024 and held it in 1 quarter.
SYSTM Wealth Solutions's Limbach Holdings position peaked at $9.39K in Q2 2024.
162 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2024.

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