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Financial Synergies Wealth Advisors’s Futu Holdings FUTU Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-700
Closed -$28.5K – 524
2023
Q4 		$28.5K Buy
+700
New +$39.8K ﹤0.01% 117
2023
Q2 		– Sell
-700
Closed -$36.3K – 512
2023
Q1 		$36.3K Hold
700
– – 0.01% 130
2022
Q4 		$28.5K Hold
700
– – ﹤0.01% 117
2022
Q3 		$26.1K Hold
700
– – ﹤0.01% 118
2022
Q2 		$36.5K Buy
+700
New +$26.4K 0.01% 115

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FFM
FengHe Fund Management Singapore $1.05B AUM 316.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Futu Holdings (FUTU) in Q1 2024, closing a stake of 700 shares — an estimated $28.5K sold.

Financial Synergies Wealth Advisors first reported a position in FUTU in Q2 2022 and held it in 5 quarters. The position peaked at $36.5K in Q2 2022. 224 funds tracked by Wall St. Rank hold FUTU as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Futu Holdings position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 700 Futu Holdings shares in Q1 2024, an estimated $28.5K.
  • Financial Synergies Wealth Advisors first reported a position in Futu Holdings in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Futu Holdings position peaked at $36.5K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2024.

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