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SYSTM Wealth Solutions’s ePlus PLUS Stock Holding History

SYSTM Wealth Solutions’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,709
Closed -$134K – 891
2024
Q1 		$134K Buy
1,709
+19
+1% +$1.48K 0.02% 439
2023
Q4 		$135K Buy
+1,690
New +$113K 0.02% 420

Other funds holding PLUS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of ePlus (PLUS) in Q2 2024, closing a stake of 1,709 shares — an estimated $134K sold.

SYSTM Wealth Solutions first reported a position in PLUS in Q4 2023 and held it in 2 quarters. The position peaked at $135K in Q4 2023. 228 funds tracked by Wall St. Rank hold PLUS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining ePlus position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,709 ePlus shares in Q2 2024, an estimated $134K.
  • SYSTM Wealth Solutions first reported a position in ePlus in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's ePlus position peaked at $135K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held ePlus as of Q2 2024.

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