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Financial Synergies Wealth Advisors’s Lamar Advertising Co LAMR Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio LAMR Stock Details LAMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-207
Closed -$24.7K – 275
2024
Q1 		$24.7K Buy
+207
New +$22.7K ﹤0.01% 176
2023
Q4 		– Sell
-204
Closed -$17.1K – 512
2023
Q3 		$17.1K Buy
204
+1
+0.5% +$92 ﹤0.01% 188
2023
Q2 		$20.1K Buy
203
+2
+1% +$194 ﹤0.01% 169
2023
Q1 		$20.1K Buy
+201
New +$20.4K ﹤0.01% 175

Other funds holding LAMR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Lamar Advertising Co (LAMR) in Q2 2024, closing a stake of 207 shares — an estimated $24.7K sold.

Financial Synergies Wealth Advisors first reported a position in LAMR in Q1 2023 and held it in 4 quarters. The position peaked at $24.7K in Q1 2024. 548 funds tracked by Wall St. Rank hold LAMR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Lamar Advertising Co position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 207 Lamar Advertising Co shares in Q2 2024, an estimated $24.7K.
  • Financial Synergies Wealth Advisors first reported a position in Lamar Advertising Co in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Lamar Advertising Co position peaked at $24.7K in Q1 2024.
  • 548 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2024.

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