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Financial Synergies Wealth Advisors’s Cognizant CTSH Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio CTSH Stock Details CTSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed -$288 – 473
2022
Q3 		$288 Hold
5
– – ﹤0.01% 423
2022
Q2 		$338 Buy
+5
New +$383 ﹤0.01% 427

Other funds holding CTSH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Financial Synergies Wealth Advisors's CTSH Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Cognizant (CTSH) in Q4 2022, closing a stake of 5 shares — an estimated $288 sold.

Financial Synergies Wealth Advisors first reported a position in CTSH in Q2 2022 and held it in 2 quarters. The position peaked at $338 in Q2 2022. 865 funds tracked by Wall St. Rank hold CTSH as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Cognizant position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Cognizant shares in Q4 2022, an estimated $288.
  • Financial Synergies Wealth Advisors first reported a position in Cognizant in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Cognizant position peaked at $338 in Q2 2022.
  • 865 funds tracked by Wall St. Rank held Cognizant as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.