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SYSTM Wealth Solutions’s Timken Company TKR Stock Holding History

SYSTM Wealth Solutions’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-139
Closed -$11.1K – 578
2024
Q2 		$11.1K Hold
139
– – ﹤0.01% 463
2024
Q1 		$12.2K Hold
139
– – ﹤0.01% 758
2023
Q4 		$11.1K Buy
+139
New +$10.2K ﹤0.01% 814

Other funds holding TKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Timken Company (TKR) in Q3 2024, closing a stake of 139 shares — an estimated $11.1K sold.

SYSTM Wealth Solutions first reported a position in TKR in Q4 2023 and held it in 3 quarters. The position peaked at $12.2K in Q1 2024. 464 funds tracked by Wall St. Rank hold TKR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Timken Company position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 139 Timken Company shares in Q3 2024, an estimated $11.1K.
  • SYSTM Wealth Solutions first reported a position in Timken Company in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Timken Company position peaked at $12.2K in Q1 2024.
  • 464 funds tracked by Wall St. Rank held Timken Company as of Q3 2024.

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