SWS
THS

SYSTM Wealth Solutions’s Treehouse Foods THS Stock Holding History

SYSTM Wealth Solutions’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-47
Closed -$1.83K – 944
2024
Q1 		$1.83K Hold
47
– – ﹤0.01% 905
2023
Q4 		$1.95K Buy
+47
New +$1.93K ﹤0.01% 946

Other funds holding THS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SYSTM Wealth Solutions's THS Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Treehouse Foods (THS) in Q2 2024, closing a stake of 47 shares — an estimated $1.83K sold.

SYSTM Wealth Solutions first reported a position in THS in Q4 2023 and held it in 2 quarters. The position peaked at $1.95K in Q4 2023. 218 funds tracked by Wall St. Rank hold THS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Treehouse Foods position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 47 Treehouse Foods shares in Q2 2024, an estimated $1.83K.
  • SYSTM Wealth Solutions first reported a position in Treehouse Foods in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Treehouse Foods position peaked at $1.95K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.