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Financial Synergies Wealth Advisors’s Haleon HLN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-180
Closed -$1.53K – 227
2024
Q1 		$1.53K Buy
+180
New +$1.5K ﹤0.01% 357
2023
Q4 		– Sell
-180
Closed -$1.5K – 507
2023
Q3 		$1.5K Buy
+180
New +$1.5K ﹤0.01% 335

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Haleon (HLN) in Q2 2024, closing a stake of 180 shares — an estimated $1.53K sold.

Financial Synergies Wealth Advisors first reported a position in HLN in Q3 2023 and held it in 2 quarters. The position peaked at $1.53K in Q1 2024. 580 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 180 Haleon shares in Q2 2024, an estimated $1.53K.
  • Financial Synergies Wealth Advisors first reported a position in Haleon in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Haleon position peaked at $1.53K in Q1 2024.
  • 580 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

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