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SYSTM Wealth Solutions’s Regency Centers REG Stock Holding History

SYSTM Wealth Solutions’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,059
Closed -$66.5K – 504
2024
Q2 		$66.5K Sell
1,059
-1,244
-54% -$74.6K 0.01% 261
2024
Q1 		$140K Buy
2,303
+271
+13% +$16.8K 0.02% 436
2023
Q4 		$137K Buy
+2,032
New +$126K 0.02% 419

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Regency Centers (REG) in Q3 2024, closing a stake of 1,059 shares — an estimated $66.5K sold.

SYSTM Wealth Solutions first reported a position in REG in Q4 2023 and held it in 3 quarters. The position peaked at $140K in Q1 2024. 483 funds tracked by Wall St. Rank hold REG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Regency Centers position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,059 Regency Centers shares in Q3 2024, an estimated $66.5K.
  • SYSTM Wealth Solutions first reported a position in Regency Centers in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Regency Centers position peaked at $140K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Regency Centers as of Q3 2024.

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