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SYSTM Wealth Solutions’s Mine Safety MSA Stock Holding History

SYSTM Wealth Solutions’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-73
Closed -$13.7K – 431
2024
Q2 		$13.7K Hold
73
– – ﹤0.01% 429
2024
Q1 		$14.1K Hold
73
– – ﹤0.01% 745
2023
Q4 		$12.3K Buy
+73
New +$11.9K ﹤0.01% 801

Other funds holding MSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Mine Safety (MSA) in Q3 2024, closing a stake of 73 shares — an estimated $13.7K sold.

SYSTM Wealth Solutions first reported a position in MSA in Q4 2023 and held it in 3 quarters. The position peaked at $14.1K in Q1 2024. 376 funds tracked by Wall St. Rank hold MSA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Mine Safety position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 73 Mine Safety shares in Q3 2024, an estimated $13.7K.
  • SYSTM Wealth Solutions first reported a position in Mine Safety in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Mine Safety position peaked at $14.1K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held Mine Safety as of Q3 2024.

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