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SYSTM Wealth Solutions’s Westamerica Bancorp WABC Stock Holding History

SYSTM Wealth Solutions’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-344
Closed -$19.4K – 1065
2023
Q4 		$19.4K Buy
+344
New +$17K ﹤0.01% 725

Other funds holding WABC

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Westamerica Bancorp (WABC) in Q1 2024, closing a stake of 344 shares — an estimated $19.4K sold.

SYSTM Wealth Solutions first reported a position in WABC in Q4 2023 and held it in 1 quarter. The position peaked at $19.4K in Q4 2023. 191 funds tracked by Wall St. Rank hold WABC as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Westamerica Bancorp position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 344 Westamerica Bancorp shares in Q1 2024, an estimated $19.4K.
  • SYSTM Wealth Solutions first reported a position in Westamerica Bancorp in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Westamerica Bancorp position peaked at $19.4K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2024.

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