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Financial Synergies Wealth Advisors’s Littelfuse LFUS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio LFUS Stock Details LFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$243 – 277
2024
Q1 		$243 Hold
1
– – ﹤0.01% 486
2023
Q4 		$221 Hold
1
– – ﹤0.01% 439
2023
Q3 		$248 Hold
1
– – ﹤0.01% 478
2023
Q2 		$292 Hold
1
– – ﹤0.01% 472
2023
Q1 		$269 Hold
1
– – ﹤0.01% 470
2022
Q4 		$221 Hold
1
– – ﹤0.01% 439
2022
Q3 		$199 Hold
1
– – ﹤0.01% 448
2022
Q2 		$255 Buy
+1
New +$251 ﹤0.01% 456

Other funds holding LFUS

Vanguard Group
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Littelfuse (LFUS) in Q2 2024, closing a stake of 1 share — an estimated $243 sold.

Financial Synergies Wealth Advisors first reported a position in LFUS in Q2 2022 and held it in 8 quarters. The position peaked at $292 in Q2 2023. 400 funds tracked by Wall St. Rank hold LFUS as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Littelfuse position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1 Littelfuse share in Q2 2024, an estimated $243.
  • Financial Synergies Wealth Advisors first reported a position in Littelfuse in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Littelfuse position peaked at $292 in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Littelfuse as of Q2 2024.

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