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SYSTM Wealth Solutions’s NiSource NI Stock Holding History

SYSTM Wealth Solutions’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-623
Closed -$17.9K – 446
2024
Q2 		$17.9K Sell
623
-1,157
-65% -$32.6K ﹤0.01% 388
2024
Q1 		$49.2K Buy
1,780
+11
+0.6% +$289 0.01% 574
2023
Q4 		$47K Buy
+1,769
New +$45.5K 0.01% 597

Other funds holding NI

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of NiSource (NI) in Q3 2024, closing a stake of 623 shares — an estimated $17.9K sold.

SYSTM Wealth Solutions first reported a position in NI in Q4 2023 and held it in 3 quarters. The position peaked at $49.2K in Q1 2024. 684 funds tracked by Wall St. Rank hold NI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 623 NiSource shares in Q3 2024, an estimated $17.9K.
  • SYSTM Wealth Solutions first reported a position in NiSource in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's NiSource position peaked at $49.2K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

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