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SYSTM Wealth Solutions’s Parker-Hannifin PH Stock Holding History

SYSTM Wealth Solutions’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-376
Closed -$209K – 886
2024
Q1 		$209K Buy
376
+49
+15% +$24.9K 0.03% 395
2023
Q4 		$151K Buy
+327
New +$136K 0.02% 412

Other funds holding PH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 376 shares — an estimated $209K sold.

SYSTM Wealth Solutions first reported a position in PH in Q4 2023 and held it in 2 quarters. The position peaked at $209K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 376 Parker-Hannifin shares in Q2 2024, an estimated $209K.
  • SYSTM Wealth Solutions first reported a position in Parker-Hannifin in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Parker-Hannifin position peaked at $209K in Q1 2024.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

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