Financial Synergies Wealth Advisors’s Arista Networks ANET Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-428	Closed	-$31K	–	92
2024 Q1	$31K	Buy	428 +384	+873%	+$25.9K	﹤0.01%	158
2023 Q4	$1.33K	Sell	44 -384	-90%	-$20.2K	﹤0.01%	297
2023 Q3	$19.7K	Buy	428 +400	+1,429%	+$17.8K	﹤0.01%	176
2023 Q2	$1.14K	Hold	28	–	–	﹤0.01%	359
2023 Q1	$1.18K	Sell	28 -16	-36%	-$550	﹤0.01%	361
2022 Q4	$1.33K	Hold	44	–	–	﹤0.01%	297
2022 Q3	$1.24K	Buy	+44	New	+$1.27K	﹤0.01%	270

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Arista Networks (ANET) in Q2 2024, closing a stake of 428 shares — an estimated $31K sold.

Financial Synergies Wealth Advisors first reported a position in ANET in Q3 2022 and held it in 7 quarters. The position peaked at $31K in Q1 2024. 1,402 funds tracked by Wall St. Rank hold ANET as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Arista Networks position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 428 Arista Networks shares in Q2 2024, an estimated $31K.
Financial Synergies Wealth Advisors first reported a position in Arista Networks in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Arista Networks position peaked at $31K in Q1 2024.
1,402 funds tracked by Wall St. Rank held Arista Networks as of Q2 2024.

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