SWS
RPC

SYSTM Wealth Solutions’s Ridgepost Capital RPC Stock Holding History

SYSTM Wealth Solutions’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,830
Closed -$49.1K – 898
2024
Q1 		$49.1K Buy
+5,830
New +$51.1K 0.01% 575

Other funds holding RPC

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
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 RPC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Ridgepost Capital (RPC) in Q2 2024, closing a stake of 5,830 shares — an estimated $49.1K sold.

SYSTM Wealth Solutions first reported a position in RPC in Q1 2024 and held it in 1 quarter. The position peaked at $49.1K in Q1 2024. 84 funds tracked by Wall St. Rank hold RPC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Ridgepost Capital position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,830 Ridgepost Capital shares in Q2 2024, an estimated $49.1K.
  • SYSTM Wealth Solutions first reported a position in Ridgepost Capital in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Ridgepost Capital position peaked at $49.1K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Ridgepost Capital as of Q2 2024.

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