Financial Synergies Wealth Advisors’s Jazz Pharmaceuticals JAZZ Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio JAZZ Stock Details JAZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6	Closed	-$723	–	259
2024 Q1	$723	Sell	6 -4	-40%	-$490	﹤0.01%	435
2023 Q4	$1.59K	Buy	10 +4	+67%	+$499	﹤0.01%	269
2023 Q3	$777	Hold	6	–	–	﹤0.01%	409
2023 Q2	$744	Sell	6 -4	-40%	-$538	﹤0.01%	417
2023 Q1	$1.46K	Hold	10	–	–	﹤0.01%	331
2022 Q4	$1.59K	Buy	10 +4	+67%	+$586	﹤0.01%	269
2022 Q3	$800	Sell	6 -4	-40%	-$608	﹤0.01%	327
2022 Q2	$1.56K	Buy	+10	New	+$1.54K	﹤0.01%	266

Other funds holding JAZZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Jazz Pharmaceuticals (JAZZ) in Q2 2024, closing a stake of 6 shares — an estimated $723 sold.

Financial Synergies Wealth Advisors first reported a position in JAZZ in Q2 2022 and held it in 8 quarters. The position peaked at $1.59K in Q4 2023. 455 funds tracked by Wall St. Rank hold JAZZ as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Jazz Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 Jazz Pharmaceuticals shares in Q2 2024, an estimated $723.
Financial Synergies Wealth Advisors first reported a position in Jazz Pharmaceuticals in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Jazz Pharmaceuticals position peaked at $1.59K in Q4 2023.
455 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q2 2024.

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