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SYSTM Wealth Solutions’s monday.com MNDY Stock Holding History

SYSTM Wealth Solutions’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,631
Closed -$2.32M – 424
2024
Q2 		$2.32M Sell
9,631
-8
-0.1% -$1.69K 0.52% 67
2024
Q1 		$2.18M Buy
9,639
+2,734
+40% +$580K 0.28% 109
2023
Q4 		$1.3M Buy
+6,905
New +$1.11M 0.18% 162

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of monday.com (MNDY) in Q3 2024, closing a stake of 9,631 shares — an estimated $2.32M sold.

SYSTM Wealth Solutions first reported a position in MNDY in Q4 2023 and held it in 3 quarters. The position peaked at $2.32M in Q2 2024. 402 funds tracked by Wall St. Rank hold MNDY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining monday.com position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 9,631 monday.com shares in Q3 2024, an estimated $2.32M.
  • SYSTM Wealth Solutions first reported a position in monday.com in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's monday.com position peaked at $2.32M in Q2 2024.
  • 402 funds tracked by Wall St. Rank held monday.com as of Q3 2024.

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