FSWA
LOMA

Financial Synergies Wealth Advisors’s Loma Negra LOMA Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio LOMA Stock Details LOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-299
Closed -$1.8K – 513
2023
Q3 		$1.8K Buy
+299
New +$1.92K ﹤0.01% 310

Other funds holding LOMA

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
SC
Sagil Capital London, United Kingdom $280M AUM 64.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Synergies Wealth Advisors's LOMA Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Loma Negra (LOMA) in Q4 2023, closing a stake of 299 shares — an estimated $1.8K sold.

Financial Synergies Wealth Advisors first reported a position in LOMA in Q3 2023 and held it in 1 quarter. The position peaked at $1.8K in Q3 2023. 48 funds tracked by Wall St. Rank hold LOMA as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Loma Negra position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 299 Loma Negra shares in Q4 2023, an estimated $1.8K.
  • Financial Synergies Wealth Advisors first reported a position in Loma Negra in Q3 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Loma Negra position peaked at $1.8K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Loma Negra as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.