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Financial Synergies Wealth Advisors’s Archer Aviation ACHR Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-348
Closed -$1.61K – 74
2024
Q1 		$1.61K Buy
+348
New +$1.75K ﹤0.01% 348
2023
Q4 		– Sell
-348
Closed -$1.76K – 463
2023
Q3 		$1.76K Buy
+348
New +$2K ﹤0.01% 313

Other funds holding ACHR

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Synergies Wealth Advisors's ACHR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Archer Aviation (ACHR) in Q2 2024, closing a stake of 348 shares — an estimated $1.61K sold.

Financial Synergies Wealth Advisors first reported a position in ACHR in Q3 2023 and held it in 2 quarters. The position peaked at $1.76K in Q3 2023. 217 funds tracked by Wall St. Rank hold ACHR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Archer Aviation position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 348 Archer Aviation shares in Q2 2024, an estimated $1.61K.
  • Financial Synergies Wealth Advisors first reported a position in Archer Aviation in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Archer Aviation position peaked at $1.76K in Q3 2023.
  • 217 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.