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SYSTM Wealth Solutions’s Post Holdings POST Stock Holding History

SYSTM Wealth Solutions’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-63
Closed -$6.56K – 491
2024
Q2 		$6.56K Hold
63
– – ﹤0.01% 537
2024
Q1 		$6.7K Hold
63
– – ﹤0.01% 810
2023
Q4 		$5.55K Buy
+63
New +$5.35K ﹤0.01% 880

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Post Holdings (POST) in Q3 2024, closing a stake of 63 shares — an estimated $6.56K sold.

SYSTM Wealth Solutions first reported a position in POST in Q4 2023 and held it in 3 quarters. The position peaked at $6.7K in Q1 2024. 408 funds tracked by Wall St. Rank hold POST as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Post Holdings position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 63 Post Holdings shares in Q3 2024, an estimated $6.56K.
  • SYSTM Wealth Solutions first reported a position in Post Holdings in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Post Holdings position peaked at $6.7K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Post Holdings as of Q3 2024.

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