Financial Synergies Wealth Advisors’s Diamondback Energy FANG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$793	–	198
2024 Q1	$793	Hold	4	–	–	﹤0.01%	427
2023 Q4	$548	Hold	4	–	–	﹤0.01%	367
2023 Q3	$620	Hold	4	–	–	﹤0.01%	432
2023 Q2	$526	Hold	4	–	–	﹤0.01%	433
2023 Q1	$541	Hold	4	–	–	﹤0.01%	410
2022 Q4	$548	Hold	4	–	–	﹤0.01%	367
2022 Q3	$482	Hold	4	–	–	﹤0.01%	367
2022 Q2	$485	Buy	+4	New	+$548	﹤0.01%	378

Other funds holding FANG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Diamondback Energy (FANG) in Q2 2024, closing a stake of 4 shares — an estimated $793 sold.

Financial Synergies Wealth Advisors first reported a position in FANG in Q2 2022 and held it in 8 quarters. The position peaked at $793 in Q1 2024. 1,175 funds tracked by Wall St. Rank hold FANG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Diamondback Energy position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Diamondback Energy shares in Q2 2024, an estimated $793.
Financial Synergies Wealth Advisors first reported a position in Diamondback Energy in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Diamondback Energy position peaked at $793 in Q1 2024.
1,175 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2024.

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