SWS
MAS icon

SYSTM Wealth Solutions’s Masco MAS Stock Holding History

SYSTM Wealth Solutions’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-188
Closed -$12.5K – 408
2024
Q2 		$12.5K Sell
188
-11,508
-98% -$811K ﹤0.01% 445
2024
Q1 		$923K Sell
11,696
-246
-2% -$17.7K 0.12% 212
2023
Q4 		$800K Buy
11,942
+444
+4% +$25.8K 0.11% 224
2023
Q3 		$615K Sell
11,498
-240
-2% -$13.8K 0.09% 257
2023
Q2 		$674K Buy
11,738
+466
+4% +$24.4K 0.09% 272
2023
Q1 		$560K Sell
11,272
-741
-6% -$38.2K 0.09% 279
2022
Q4 		$561K Buy
+12,013
New +$579K 0.07% 321

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Masco (MAS) in Q3 2024, closing a stake of 188 shares — an estimated $12.5K sold.

SYSTM Wealth Solutions first reported a position in MAS in Q4 2022 and held it in 7 quarters. The position peaked at $923K in Q1 2024. 840 funds tracked by Wall St. Rank hold MAS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Masco position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 188 Masco shares in Q3 2024, an estimated $12.5K.
  • SYSTM Wealth Solutions first reported a position in Masco in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Masco position peaked at $923K in Q1 2024.
  • 840 funds tracked by Wall St. Rank held Masco as of Q3 2024.

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