SYSTM Wealth Solutions’s Ferrari RACE Stock Holding History

SYSTM Wealth Solutions’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,432	Closed	-$993K	–	501
2024 Q2	$993K	Sell	2,432 -2,061	-46%	-$857K	0.22%	113
2024 Q1	$1.96M	Buy	4,493 +1,681	+60%	+$651K	0.25%	122
2023 Q4	$952K	Sell	2,812 -178	-6%	-$59.4K	0.13%	200
2023 Q3	$884K	Sell	2,990 -171	-5%	-$53.1K	0.14%	197
2023 Q2	$1.03M	Buy	3,161 +244	+8%	+$71.1K	0.14%	192
2023 Q1	$790K	Sell	2,917 -28	-1%	-$7.15K	0.12%	209
2022 Q4	$631K	Buy	+2,945	New	+$607K	0.08%	300

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Ferrari (RACE) in Q3 2024, closing a stake of 2,432 shares — an estimated $993K sold.

SYSTM Wealth Solutions first reported a position in RACE in Q4 2022 and held it in 7 quarters. The position peaked at $1.96M in Q1 2024. 701 funds tracked by Wall St. Rank hold RACE as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Ferrari position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 2,432 Ferrari shares in Q3 2024, an estimated $993K.
SYSTM Wealth Solutions first reported a position in Ferrari in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Ferrari position peaked at $1.96M in Q1 2024.
701 funds tracked by Wall St. Rank held Ferrari as of Q3 2024.

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