SWS
STR

SYSTM Wealth Solutions’s Sitio Royalties STR Stock Holding History

SYSTM Wealth Solutions’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,221
Closed -$353K – 521
2022
Q4 		$353K Buy
+12,221
New +$354K 0.04% 396

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYSTM Wealth Solutions's STR Position: Q1 2023 in Review

SYSTM Wealth Solutions sold out of Sitio Royalties (STR) in Q1 2023, closing a stake of 12,221 shares — an estimated $353K sold.

SYSTM Wealth Solutions first reported a position in STR in Q4 2022 and held it in 1 quarter. The position peaked at $353K in Q4 2022. 187 funds tracked by Wall St. Rank hold STR as of Q1 2023.

  • SYSTM Wealth Solutions reported no remaining Sitio Royalties position as of Q1 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 12,221 Sitio Royalties shares in Q1 2023, an estimated $353K.
  • SYSTM Wealth Solutions first reported a position in Sitio Royalties in Q4 2022 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Sitio Royalties position peaked at $353K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2023, filed 12 May 2023.