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SYSTM Wealth Solutions’s Smith Douglas Homes SDHC Stock Holding History

SYSTM Wealth Solutions’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,557
Closed -$75.9K – 921
2024
Q1 		$75.9K Buy
+2,557
New +$71.7K 0.01% 512

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Wellington Management Group
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GGHC
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Smith Douglas Homes (SDHC) in Q2 2024, closing a stake of 2,557 shares — an estimated $75.9K sold.

SYSTM Wealth Solutions first reported a position in SDHC in Q1 2024 and held it in 1 quarter. The position peaked at $75.9K in Q1 2024. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Smith Douglas Homes position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,557 Smith Douglas Homes shares in Q2 2024, an estimated $75.9K.
  • SYSTM Wealth Solutions first reported a position in Smith Douglas Homes in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Smith Douglas Homes position peaked at $75.9K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2024.

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