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Financial Synergies Wealth Advisors’s Honda HMC Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43
Closed -$1.6K – 229
2024
Q1 		$1.6K Hold
43
– – ﹤0.01% 349
2023
Q4 		$983 Hold
43
– – ﹤0.01% 332
2023
Q3 		$1.45K Hold
43
– – ﹤0.01% 338
2023
Q2 		$1.3K Hold
43
– – ﹤0.01% 339
2023
Q1 		$1.14K Hold
43
– – ﹤0.01% 366
2022
Q4 		$983 Hold
43
– – ﹤0.01% 332
2022
Q3 		$929 Buy
+43
New +$1.09K ﹤0.01% 308

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Honda (HMC) in Q2 2024, closing a stake of 43 shares — an estimated $1.6K sold.

Financial Synergies Wealth Advisors first reported a position in HMC in Q3 2022 and held it in 7 quarters. The position peaked at $1.6K in Q1 2024. 358 funds tracked by Wall St. Rank hold HMC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Honda position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 43 Honda shares in Q2 2024, an estimated $1.6K.
  • Financial Synergies Wealth Advisors first reported a position in Honda in Q3 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's Honda position peaked at $1.6K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Honda as of Q2 2024.

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