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SYSTM Wealth Solutions’s Medpace MEDP Stock Holding History

SYSTM Wealth Solutions’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55
Closed -$22.7K – 414
2024
Q2 		$22.7K Sell
55
-150
-73% -$59.4K 0.01% 351
2024
Q1 		$82.9K Sell
205
-8
-4% -$2.81K 0.01% 503
2023
Q4 		$65.3K Buy
+213
New +$57.5K 0.01% 535

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Medpace (MEDP) in Q3 2024, closing a stake of 55 shares — an estimated $22.7K sold.

SYSTM Wealth Solutions first reported a position in MEDP in Q4 2023 and held it in 3 quarters. The position peaked at $82.9K in Q1 2024. 583 funds tracked by Wall St. Rank hold MEDP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Medpace position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 55 Medpace shares in Q3 2024, an estimated $22.7K.
  • SYSTM Wealth Solutions first reported a position in Medpace in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Medpace position peaked at $82.9K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held Medpace as of Q3 2024.

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