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Financial Synergies Wealth Advisors’s MicroCloud Hologram HOLO Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio HOLO Stock Details HOLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19
Closed -$5.4K – 76
2024
Q3 		$5.4K Buy
+19
New +$6.69K ﹤0.01% 76

Other funds holding HOLO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Financial Synergies Wealth Advisors's HOLO Position: Q4 2024 in Review

Financial Synergies Wealth Advisors sold out of MicroCloud Hologram (HOLO) in Q4 2024, closing a stake of 19 shares — an estimated $5.4K sold.

Financial Synergies Wealth Advisors first reported a position in HOLO in Q3 2024 and held it in 1 quarter. The position peaked at $5.4K in Q3 2024. 22 funds tracked by Wall St. Rank hold HOLO as of Q4 2024.

  • Financial Synergies Wealth Advisors reported no remaining MicroCloud Hologram position as of Q4 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 19 MicroCloud Hologram shares in Q4 2024, an estimated $5.4K.
  • Financial Synergies Wealth Advisors first reported a position in MicroCloud Hologram in Q3 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's MicroCloud Hologram position peaked at $5.4K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held MicroCloud Hologram as of Q4 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.