Financial Synergies Wealth Advisors’s Banco Bilbao Vizcaya Argentaria BBVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-215	Closed	-$2.55K	–	111
2024 Q1	$2.55K	Sell	215 -14	-6%	-$140	﹤0.01%	298
2023 Q4	$1.38K	Buy	229 +14	+7%	+$120	﹤0.01%	290
2023 Q3	$1.73K	Hold	215	–	–	﹤0.01%	318
2023 Q2	$1.65K	Sell	215 -14	-6%	-$100	﹤0.01%	310
2023 Q1	$1.61K	Hold	229	–	–	﹤0.01%	317
2022 Q4	$1.38K	Buy	+229	New	+$1.24K	﹤0.01%	290

Other funds holding BBVA

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Banco Bilbao Vizcaya Argentaria (BBVA) in Q2 2024, closing a stake of 215 shares — an estimated $2.55K sold.

Financial Synergies Wealth Advisors first reported a position in BBVA in Q4 2022 and held it in 6 quarters. The position peaked at $2.55K in Q1 2024. 378 funds tracked by Wall St. Rank hold BBVA as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Banco Bilbao Vizcaya Argentaria position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 215 Banco Bilbao Vizcaya Argentaria shares in Q2 2024, an estimated $2.55K.
Financial Synergies Wealth Advisors first reported a position in Banco Bilbao Vizcaya Argentaria in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Banco Bilbao Vizcaya Argentaria position peaked at $2.55K in Q1 2024.
378 funds tracked by Wall St. Rank held Banco Bilbao Vizcaya Argentaria as of Q2 2024.

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