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Financial Synergies Wealth Advisors’s Fortune Brands Innovations FBIN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-256
Closed -$21.7K – 200
2024
Q1 		$21.7K Buy
+256
New +$20.3K ﹤0.01% 186
2023
Q4 		– Sell
-256
Closed -$15.9K – 494
2023
Q3 		$15.9K Buy
+256
New +$17.6K ﹤0.01% 200

Other funds holding FBIN

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Fortune Brands Innovations (FBIN) in Q2 2024, closing a stake of 256 shares — an estimated $21.7K sold.

Financial Synergies Wealth Advisors first reported a position in FBIN in Q3 2023 and held it in 2 quarters. The position peaked at $21.7K in Q1 2024. 613 funds tracked by Wall St. Rank hold FBIN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Fortune Brands Innovations position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 256 Fortune Brands Innovations shares in Q2 2024, an estimated $21.7K.
  • Financial Synergies Wealth Advisors first reported a position in Fortune Brands Innovations in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Fortune Brands Innovations position peaked at $21.7K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q2 2024.

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