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Financial Synergies Wealth Advisors’s Keysight KEYS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$1.09K – 267
2024
Q1 		$1.09K Hold
7
– – ﹤0.01% 397
2023
Q4 		$1.2K Hold
7
– – ﹤0.01% 308
2023
Q3 		$927 Hold
7
– – ﹤0.01% 384
2023
Q2 		$1.17K Hold
7
– – ﹤0.01% 351
2023
Q1 		$1.13K Hold
7
– – ﹤0.01% 367
2022
Q4 		$1.2K Hold
7
– – ﹤0.01% 308
2022
Q3 		$1.1K Sell
7
-4
-36% -$640 ﹤0.01% 289
2022
Q2 		$1.52K Buy
+11
New +$1.56K ﹤0.01% 272

Other funds holding KEYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Keysight (KEYS) in Q2 2024, closing a stake of 7 shares — an estimated $1.09K sold.

Financial Synergies Wealth Advisors first reported a position in KEYS in Q2 2022 and held it in 8 quarters. The position peaked at $1.52K in Q2 2022. 842 funds tracked by Wall St. Rank hold KEYS as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Keysight position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 7 Keysight shares in Q2 2024, an estimated $1.09K.
  • Financial Synergies Wealth Advisors first reported a position in Keysight in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Keysight position peaked at $1.52K in Q2 2022.
  • 842 funds tracked by Wall St. Rank held Keysight as of Q2 2024.

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