SWS
SEM

SYSTM Wealth Solutions’s Select Medical SEM Stock Holding History

SYSTM Wealth Solutions’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-813
Closed -$15.4K – 529
2024
Q2 		$15.4K Hold
813
– – ﹤0.01% 411
2024
Q1 		$13.2K Buy
813
+97
+14% +$1.42K ﹤0.01% 752
2023
Q4 		$9.07K Buy
+716
New +$9.04K ﹤0.01% 838

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Select Medical (SEM) in Q3 2024, closing a stake of 813 shares — an estimated $15.4K sold.

SYSTM Wealth Solutions first reported a position in SEM in Q4 2023 and held it in 3 quarters. The position peaked at $15.4K in Q2 2024. 286 funds tracked by Wall St. Rank hold SEM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Select Medical position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 813 Select Medical shares in Q3 2024, an estimated $15.4K.
  • SYSTM Wealth Solutions first reported a position in Select Medical in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Select Medical position peaked at $15.4K in Q2 2024.
  • 286 funds tracked by Wall St. Rank held Select Medical as of Q3 2024.

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