FSWA
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Financial Synergies Wealth Advisors’s Hyatt Hotels H Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-192
Closed -$20.4K – 504
2023
Q3 		$20.4K Buy
+192
New +$21.9K ﹤0.01% 172

Other funds holding H

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Morgan Stanley
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Financial Synergies Wealth Advisors's H Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Hyatt Hotels (H) in Q4 2023, closing a stake of 192 shares — an estimated $20.4K sold.

Financial Synergies Wealth Advisors first reported a position in H in Q3 2023 and held it in 1 quarter. The position peaked at $20.4K in Q3 2023. 369 funds tracked by Wall St. Rank hold H as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Hyatt Hotels position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 192 Hyatt Hotels shares in Q4 2023, an estimated $20.4K.
  • Financial Synergies Wealth Advisors first reported a position in Hyatt Hotels in Q3 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Hyatt Hotels position peaked at $20.4K in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Hyatt Hotels as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.