Financial Synergies Wealth Advisors’s Campbell Soup CPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13	Closed	-$578	–	144
2024 Q1	$578	Hold	13	–	–	﹤0.01%	449
2023 Q4	$738	Hold	13	–	–	﹤0.01%	358
2023 Q3	$535	Hold	13	–	–	﹤0.01%	437
2023 Q2	$595	Hold	13	–	–	﹤0.01%	428
2023 Q1	$715	Hold	13	–	–	﹤0.01%	403
2022 Q4	$738	Hold	13	–	–	﹤0.01%	358
2022 Q3	$613	Hold	13	–	–	﹤0.01%	351
2022 Q2	$625	Buy	+13	New	+$612	﹤0.01%	361

Other funds holding CPB

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Financial Synergies Wealth Advisors sold out of Campbell Soup (CPB) in Q2 2024, closing a stake of 13 shares — an estimated $578 sold.

Financial Synergies Wealth Advisors first reported a position in CPB in Q2 2022 and held it in 8 quarters. The position peaked at $738 in Q4 2023. 634 funds tracked by Wall St. Rank hold CPB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Campbell Soup position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 13 Campbell Soup shares in Q2 2024, an estimated $578.
Financial Synergies Wealth Advisors first reported a position in Campbell Soup in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Campbell Soup position peaked at $738 in Q4 2023.
634 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2024.

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