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Financial Synergies Wealth Advisors’s Las Vegas Sands LVS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio LVS Stock Details LVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$812 – 513
2023
Q2 		$812 Buy
+14
New +$828 ﹤0.01% 404

Other funds holding LVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Synergies Wealth Advisors's LVS Position: Q3 2023 in Review

Financial Synergies Wealth Advisors sold out of Las Vegas Sands (LVS) in Q3 2023, closing a stake of 14 shares — an estimated $812 sold.

Financial Synergies Wealth Advisors first reported a position in LVS in Q2 2023 and held it in 1 quarter. The position peaked at $812 in Q2 2023. 640 funds tracked by Wall St. Rank hold LVS as of Q3 2023.

  • Financial Synergies Wealth Advisors reported no remaining Las Vegas Sands position as of Q3 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 14 Las Vegas Sands shares in Q3 2023, an estimated $812.
  • Financial Synergies Wealth Advisors first reported a position in Las Vegas Sands in Q2 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Las Vegas Sands position peaked at $812 in Q2 2023.
  • 640 funds tracked by Wall St. Rank held Las Vegas Sands as of Q3 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2023, filed 4 Apr 2024.