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9258 Wealth Management’s Synopsys SNPS Stock Holding History

9258 Wealth Management’s Portfolio SNPS Stock Details SNPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.6M Buy
3,160
+282
+10% +$151K 0.24% 85
2024
Q2 		$1.71M Sell
2,878
-4
-0.1% -$2.26K 0.26% 75
2024
Q1 		$1.65M Sell
2,882
-26
-0.9% -$14.3K 0.26% 79
2023
Q4 		$1.5M Buy
2,908
+32
+1% +$16.4K 0.26% 78
2023
Q3 		$1.32M Hold
2,876
– – 0.26% 78
2023
Q2 		$1.25M Buy
2,876
+5
+0.2% +$2.01K 0.24% 83
2023
Q1 		$1.11M Sell
2,871
-10
-0.3% -$3.57K 0.22% 90
2022
Q4 		$920K Buy
2,881
+401
+16% +$126K 0.2% 100
2022
Q3 		$758K Hold
2,480
– – 0.19% 113
2022
Q2 		$753K Sell
2,480
-172
-6% -$51.9K 0.19% 124
2022
Q1 		$884K Sell
2,652
-266
-9% -$83K 0.21% 123
2021
Q4 		$1.07M Buy
2,918
+16
+0.6% +$5.4K 0.25% 94
2021
Q3 		$869K Hold
2,902
– – 0.23% 107
2021
Q2 		$800K Buy
2,902
+135
+5% +$34.3K 0.22% 114
2021
Q1 		$686K Sell
2,767
-141
-5% -$35.8K 0.21% 125
2020
Q4 		$754K Buy
2,908
+73
+3% +$16.8K 0.25% 100
2020
Q3 		$606K Sell
2,835
-74
-3% -$15.1K 0.23% 112
2020
Q2 		$567K Buy
2,909
+1
+0% +$165 0.23% 121
2020
Q1 		$448K Buy
2,908
+194
+7% +$27.6K 0.2% 134
2019
Q4 		$378K Buy
+2,714
New +$372K 0.14% 185

Other funds holding SNPS

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

9258 Wealth Management's SNPS Position: Q3 2024 in Review

9258 Wealth Management increased its Synopsys (SNPS) stake by 9.8% in Q3 2024, buying an estimated $151K and bringing the position to 3,160 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #85.

9258 Wealth Management first reported a position in SNPS in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.71M in Q2 2024. 1,242 funds tracked by Wall St. Rank hold SNPS as of Q3 2024.

  • 9258 Wealth Management held 3,160 shares of Synopsys worth $1.6M as of Q3 2024.
  • 9258 Wealth Management bought 282 Synopsys shares in Q3 2024, an estimated $151K.
  • Synopsys made up 0.24% of 9258 Wealth Management's portfolio in Q3 2024, its #85 holding.
  • 9258 Wealth Management first reported a position in Synopsys in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's Synopsys position peaked at $1.71M in Q2 2024.
  • 1,242 funds tracked by Wall St. Rank held Synopsys as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.