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Financial Synergies Wealth Advisors’s Denali Therapeutics DNLI Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36
Closed -$739 – 167
2024
Q1 		$739 Buy
+36
New +$677 ﹤0.01% 431

Other funds holding DNLI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
CM
Crestline Management Fort Worth, Texas $46.3M AUM 48.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TPC
Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Denali Therapeutics (DNLI) in Q2 2024, closing a stake of 36 shares — an estimated $739 sold.

Financial Synergies Wealth Advisors first reported a position in DNLI in Q1 2024 and held it in 1 quarter. The position peaked at $739 in Q1 2024. 203 funds tracked by Wall St. Rank hold DNLI as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Denali Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 36 Denali Therapeutics shares in Q2 2024, an estimated $739.
  • Financial Synergies Wealth Advisors first reported a position in Denali Therapeutics in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Denali Therapeutics position peaked at $739 in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2024.

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