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SYSTM Wealth Solutions’s Warner Music WMG Stock Holding History

SYSTM Wealth Solutions’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-36
Closed -$1.1K – 634
2024
Q2 		$1.1K Hold
36
– – ﹤0.01% 646
2024
Q1 		$1.19K Hold
36
– – ﹤0.01% 937
2023
Q4 		$1.29K Buy
+36
New +$1.19K ﹤0.01% 976

Other funds holding WMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Warner Music (WMG) in Q3 2024, closing a stake of 36 shares — an estimated $1.1K sold.

SYSTM Wealth Solutions first reported a position in WMG in Q4 2023 and held it in 3 quarters. The position peaked at $1.29K in Q4 2023. 265 funds tracked by Wall St. Rank hold WMG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Warner Music position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 36 Warner Music shares in Q3 2024, an estimated $1.1K.
  • SYSTM Wealth Solutions first reported a position in Warner Music in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Warner Music position peaked at $1.29K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held Warner Music as of Q3 2024.

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