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SYSTM Wealth Solutions’s MSC Industrial Direct MSM Stock Holding History

SYSTM Wealth Solutions’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-747
Closed -$72.5K – 849
2024
Q1 		$72.5K Buy
747
+10
+1% +$981 0.01% 526
2023
Q4 		$74.6K Buy
+737
New +$72.9K 0.01% 506

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State Street
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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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SYSTM Wealth Solutions's MSM Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of MSC Industrial Direct (MSM) in Q2 2024, closing a stake of 747 shares — an estimated $72.5K sold.

SYSTM Wealth Solutions first reported a position in MSM in Q4 2023 and held it in 2 quarters. The position peaked at $74.6K in Q4 2023. 415 funds tracked by Wall St. Rank hold MSM as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining MSC Industrial Direct position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 747 MSC Industrial Direct shares in Q2 2024, an estimated $72.5K.
  • SYSTM Wealth Solutions first reported a position in MSC Industrial Direct in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's MSC Industrial Direct position peaked at $74.6K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.