SYSTM Wealth Solutions’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,485	Closed	-$113K	–	903
2024 Q1	$113K	Sell	1,485 -629	-30%	-$43.9K	0.01%	464
2023 Q4	$141K	Buy	+2,114	New	+$136K	0.02%	416
2023 Q3	–	Sell	-3,381	Closed	-$203K	–	486
2023 Q2	$203K	Buy	+3,381	New	+$191K	0.03%	460

Other funds holding RBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of RB Global (RBA) in Q2 2024, closing a stake of 1,485 shares — an estimated $113K sold.

SYSTM Wealth Solutions first reported a position in RBA in Q2 2023 and held it in 3 quarters. The position peaked at $203K in Q2 2023. 420 funds tracked by Wall St. Rank hold RBA as of Q2 2024.

SYSTM Wealth Solutions reported no remaining RB Global position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 1,485 RB Global shares in Q2 2024, an estimated $113K.
SYSTM Wealth Solutions first reported a position in RB Global in Q2 2023 and held it in 3 quarters.
SYSTM Wealth Solutions's RB Global position peaked at $203K in Q2 2023.
420 funds tracked by Wall St. Rank held RB Global as of Q2 2024.

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