Financial Synergies Wealth Advisors’s Cheniere Energy LNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-204	Closed	-$32.9K	–	283
2024 Q1	$32.9K	Hold	204	–	–	﹤0.01%	155
2023 Q4	$30.6K	Hold	204	–	–	﹤0.01%	115
2023 Q3	$33.9K	Hold	204	–	–	﹤0.01%	141
2023 Q2	$31.1K	Hold	204	–	–	﹤0.01%	137
2023 Q1	$32.2K	Hold	204	–	–	﹤0.01%	138
2022 Q4	$30.6K	Hold	204	–	–	﹤0.01%	115
2022 Q3	$33.8K	Buy	204 +200	+5,000%	+$30.3K	0.01%	107
2022 Q2	$533	Buy	+4	New	+$545	﹤0.01%	369

Other funds holding LNG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Cheniere Energy (LNG) in Q2 2024, closing a stake of 204 shares — an estimated $32.9K sold.

Financial Synergies Wealth Advisors first reported a position in LNG in Q2 2022 and held it in 8 quarters. The position peaked at $33.9K in Q3 2023. 988 funds tracked by Wall St. Rank hold LNG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Cheniere Energy position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 204 Cheniere Energy shares in Q2 2024, an estimated $32.9K.
Financial Synergies Wealth Advisors first reported a position in Cheniere Energy in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Cheniere Energy position peaked at $33.9K in Q3 2023.
988 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2024.

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