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SYSTM Wealth Solutions’s Sterling Infrastructure STRL Stock Holding History

SYSTM Wealth Solutions’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-116
Closed -$13.7K – 557
2024
Q2 		$13.7K Buy
+116
New +$13.2K ﹤0.01% 427

Other funds holding STRL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Sterling Infrastructure (STRL) in Q3 2024, closing a stake of 116 shares — an estimated $13.7K sold.

SYSTM Wealth Solutions first reported a position in STRL in Q2 2024 and held it in 1 quarter. The position peaked at $13.7K in Q2 2024. 403 funds tracked by Wall St. Rank hold STRL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Sterling Infrastructure position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 116 Sterling Infrastructure shares in Q3 2024, an estimated $13.7K.
  • SYSTM Wealth Solutions first reported a position in Sterling Infrastructure in Q2 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Sterling Infrastructure position peaked at $13.7K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2024.

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