SWS
TBRG

SYSTM Wealth Solutions’s TruBridge TBRG Stock Holding History

SYSTM Wealth Solutions’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,446
Closed -$16.2K – 1070
2023
Q4 		$16.2K Buy
+1,446
New +$18.3K ﹤0.01% 760

Other funds holding TBRG

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
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SYSTM Wealth Solutions's TBRG Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of TruBridge (TBRG) in Q1 2024, closing a stake of 1,446 shares — an estimated $16.2K sold.

SYSTM Wealth Solutions first reported a position in TBRG in Q4 2023 and held it in 1 quarter. The position peaked at $16.2K in Q4 2023. 114 funds tracked by Wall St. Rank hold TBRG as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining TruBridge position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,446 TruBridge shares in Q1 2024, an estimated $16.2K.
  • SYSTM Wealth Solutions first reported a position in TruBridge in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's TruBridge position peaked at $16.2K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held TruBridge as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.