SWS
SWTX

SYSTM Wealth Solutions’s SpringWorks Therapeutics SWTX Stock Holding History

SYSTM Wealth Solutions’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-255
Closed -$9.61K – 563
2024
Q2 		$9.61K Buy
+255
New +$10.7K ﹤0.01% 490

Other funds holding SWTX

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of SpringWorks Therapeutics (SWTX) in Q3 2024, closing a stake of 255 shares — an estimated $9.61K sold.

SYSTM Wealth Solutions first reported a position in SWTX in Q2 2024 and held it in 1 quarter. The position peaked at $9.61K in Q2 2024. 226 funds tracked by Wall St. Rank hold SWTX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining SpringWorks Therapeutics position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 255 SpringWorks Therapeutics shares in Q3 2024, an estimated $9.61K.
  • SYSTM Wealth Solutions first reported a position in SpringWorks Therapeutics in Q2 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's SpringWorks Therapeutics position peaked at $9.61K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q3 2024.

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