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Financial Synergies Wealth Advisors’s AerCap AER Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14
Closed -$1.22K – 80
2024
Q1 		$1.22K Buy
+14
New +$1.1K ﹤0.01% 380

Other funds holding AER

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of AerCap (AER) in Q2 2024, closing a stake of 14 shares — an estimated $1.22K sold.

Financial Synergies Wealth Advisors first reported a position in AER in Q1 2024 and held it in 1 quarter. The position peaked at $1.22K in Q1 2024. 509 funds tracked by Wall St. Rank hold AER as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining AerCap position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 14 AerCap shares in Q2 2024, an estimated $1.22K.
  • Financial Synergies Wealth Advisors first reported a position in AerCap in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's AerCap position peaked at $1.22K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held AerCap as of Q2 2024.

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