FSWA
LGO

Financial Synergies Wealth Advisors’s Largo LGO Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio LGO Stock Details LGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,400
Closed -$7.38K – 483
2022
Q3 		$7.38K Sell
1,400
-500
-26% -$3.33K ﹤0.01% 178
2022
Q2 		$13K Buy
+1,900
New +$17.3K ﹤0.01% 154

Other funds holding LGO

ARC
Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Financial Synergies Wealth Advisors's LGO Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Largo (LGO) in Q4 2022, closing a stake of 1,400 shares — an estimated $7.38K sold.

Financial Synergies Wealth Advisors first reported a position in LGO in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 47 funds tracked by Wall St. Rank hold LGO as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Largo position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,400 Largo shares in Q4 2022, an estimated $7.38K.
  • Financial Synergies Wealth Advisors first reported a position in Largo in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Largo position peaked at $13K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Largo as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.