Financial Synergies Wealth Advisors’s Fastenal FAST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12	Closed	-$463	–	199
2024 Q1	$463	Hold	12	–	–	﹤0.01%	463
2023 Q4	$284	Hold	12	–	–	﹤0.01%	423
2023 Q3	$328	Hold	12	–	–	﹤0.01%	470
2023 Q2	$354	Hold	12	–	–	﹤0.01%	461
2023 Q1	$324	Hold	12	–	–	﹤0.01%	459
2022 Q4	$284	Hold	12	–	–	﹤0.01%	423
2022 Q3	$277	Hold	12	–	–	﹤0.01%	427
2022 Q2	$300	Buy	+12	New	+$323	﹤0.01%	441

Other funds holding FAST

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Financial Synergies Wealth Advisors sold out of Fastenal (FAST) in Q2 2024, closing a stake of 12 shares — an estimated $463 sold.

Financial Synergies Wealth Advisors first reported a position in FAST in Q2 2022 and held it in 8 quarters. The position peaked at $463 in Q1 2024. 1,150 funds tracked by Wall St. Rank hold FAST as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Fastenal position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 12 Fastenal shares in Q2 2024, an estimated $463.
Financial Synergies Wealth Advisors first reported a position in Fastenal in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Fastenal position peaked at $463 in Q1 2024.
1,150 funds tracked by Wall St. Rank held Fastenal as of Q2 2024.

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