DLCIG
SYRA

D.L. Carlson Investment Group’s Syra Health Corp. Class A Common Stock SYRA Stock Holding History

D.L. Carlson Investment Group’s Portfolio SYRA Stock Details SYRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$13.8K – 152
2024
Q1 		$13.8K Buy
+10,000
New +$16.1K ﹤0.01% 139

Other funds holding SYRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.L. Carlson Investment Group's SYRA Position: Q2 2024 in Review

D.L. Carlson Investment Group sold out of Syra Health Corp. Class A Common Stock (SYRA) in Q2 2024, closing a stake of 10,000 shares — an estimated $13.8K sold.

D.L. Carlson Investment Group first reported a position in SYRA in Q1 2024 and held it in 1 quarter. The position peaked at $13.8K in Q1 2024. 9 funds tracked by Wall St. Rank hold SYRA as of Q2 2024.

  • D.L. Carlson Investment Group reported no remaining Syra Health Corp. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 10,000 Syra Health Corp. Class A Common Stock shares in Q2 2024, an estimated $13.8K.
  • D.L. Carlson Investment Group first reported a position in Syra Health Corp. Class A Common Stock in Q1 2024 and held it in 1 quarter.
  • D.L. Carlson Investment Group's Syra Health Corp. Class A Common Stock position peaked at $13.8K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Syra Health Corp. Class A Common Stock as of Q2 2024.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2024, filed 14 Aug 2024.