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Financial Synergies Wealth Advisors’s Biglari Holdings Class B BH Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$949 – 114
2024
Q1 		$949 Buy
+5
New +$844 ﹤0.01% 415

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Biglari Holdings Class B (BH) in Q2 2024, closing a stake of 5 shares — an estimated $949 sold.

Financial Synergies Wealth Advisors first reported a position in BH in Q1 2024 and held it in 1 quarter. The position peaked at $949 in Q1 2024. 73 funds tracked by Wall St. Rank hold BH as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Biglari Holdings Class B position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Biglari Holdings Class B shares in Q2 2024, an estimated $949.
  • Financial Synergies Wealth Advisors first reported a position in Biglari Holdings Class B in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Biglari Holdings Class B position peaked at $949 in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2024.

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