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Financial Synergies Wealth Advisors’s Cintas CTAS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$688 – 150
2024
Q1 		$688 Hold
4
– – ﹤0.01% 438
2023
Q4 		$452 Hold
4
– – ﹤0.01% 383
2023
Q3 		$482 Hold
4
– – ﹤0.01% 442
2023
Q2 		$498 Hold
4
– – ﹤0.01% 435
2023
Q1 		$463 Hold
4
– – ﹤0.01% 424
2022
Q4 		$452 Hold
4
– – ﹤0.01% 383
2022
Q3 		$389 Hold
4
– – ﹤0.01% 384
2022
Q2 		$374 Buy
+4
New +$390 ﹤0.01% 404

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Cintas (CTAS) in Q2 2024, closing a stake of 4 shares — an estimated $688 sold.

Financial Synergies Wealth Advisors first reported a position in CTAS in Q2 2022 and held it in 8 quarters. The position peaked at $688 in Q1 2024. 1,267 funds tracked by Wall St. Rank hold CTAS as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Cintas position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 Cintas shares in Q2 2024, an estimated $688.
  • Financial Synergies Wealth Advisors first reported a position in Cintas in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Cintas position peaked at $688 in Q1 2024.
  • 1,267 funds tracked by Wall St. Rank held Cintas as of Q2 2024.

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