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Financial Synergies Wealth Advisors’s Hormel Foods HRL Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-35
Closed -$1.22K – 234
2024
Q1 		$1.22K Buy
+35
New +$1.12K ﹤0.01% 379

Other funds holding HRL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Hormel Foods (HRL) in Q2 2024, closing a stake of 35 shares — an estimated $1.22K sold.

Financial Synergies Wealth Advisors first reported a position in HRL in Q1 2024 and held it in 1 quarter. The position peaked at $1.22K in Q1 2024. 618 funds tracked by Wall St. Rank hold HRL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Hormel Foods position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 35 Hormel Foods shares in Q2 2024, an estimated $1.22K.
  • Financial Synergies Wealth Advisors first reported a position in Hormel Foods in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Hormel Foods position peaked at $1.22K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2024.

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