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SYSTM Wealth Solutions’s Weatherford International WFRD Stock Holding History

SYSTM Wealth Solutions’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-617
Closed -$71.2K – 967
2024
Q1 		$71.2K Buy
617
+56
+10% +$5.68K 0.01% 527
2023
Q4 		$54.9K Buy
+561
New +$52.2K 0.01% 567

Other funds holding WFRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Weatherford International (WFRD) in Q2 2024, closing a stake of 617 shares — an estimated $71.2K sold.

SYSTM Wealth Solutions first reported a position in WFRD in Q4 2023 and held it in 2 quarters. The position peaked at $71.2K in Q1 2024. 405 funds tracked by Wall St. Rank hold WFRD as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Weatherford International position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 617 Weatherford International shares in Q2 2024, an estimated $71.2K.
  • SYSTM Wealth Solutions first reported a position in Weatherford International in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Weatherford International position peaked at $71.2K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held Weatherford International as of Q2 2024.

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