Financial Synergies Wealth Advisors’s DermTech, Inc. Common Stock DMTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-500	Closed	-$885	–	566
2023 Q4	$885	Buy	+500	New	+$730	﹤0.01%	341
2023 Q2	–	Sell	-500	Closed	-$1.84K	–	544
2023 Q1	$1.84K	Hold	500	–	–	﹤0.01%	303
2022 Q4	$885	Hold	500	–	–	﹤0.01%	341
2022 Q3	$1.98K	Hold	500	–	–	﹤0.01%	225
2022 Q2	$2.77K	Buy	+500	New	+$4.09K	﹤0.01%	215

Other funds holding DMTK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Triatomic Management Palo Alto, California $3.39M AUM 3.35% 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

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Financial Synergies Wealth Advisors's DMTK Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of DermTech, Inc. Common Stock (DMTK) in Q1 2024, closing a stake of 500 shares — an estimated $885 sold.

Financial Synergies Wealth Advisors first reported a position in DMTK in Q2 2022 and held it in 5 quarters. The position peaked at $2.77K in Q2 2022. 69 funds tracked by Wall St. Rank hold DMTK as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining DermTech, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 500 DermTech, Inc. Common Stock shares in Q1 2024, an estimated $885.
Financial Synergies Wealth Advisors first reported a position in DermTech, Inc. Common Stock in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's DermTech, Inc. Common Stock position peaked at $2.77K in Q2 2022.
69 funds tracked by Wall St. Rank held DermTech, Inc. Common Stock as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.