SWS
PLMR icon

SYSTM Wealth Solutions’s Palomar PLMR Stock Holding History

SYSTM Wealth Solutions’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-62
Closed -$5.2K – 889
2024
Q1 		$5.2K Hold
62
– – ﹤0.01% 832
2023
Q4 		$3.44K Buy
+62
New +$3.47K ﹤0.01% 904

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Palomar (PLMR) in Q2 2024, closing a stake of 62 shares — an estimated $5.2K sold.

SYSTM Wealth Solutions first reported a position in PLMR in Q4 2023 and held it in 2 quarters. The position peaked at $5.2K in Q1 2024. 228 funds tracked by Wall St. Rank hold PLMR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Palomar position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 62 Palomar shares in Q2 2024, an estimated $5.2K.
  • SYSTM Wealth Solutions first reported a position in Palomar in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Palomar position peaked at $5.2K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Palomar as of Q2 2024.

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