Financial Synergies Wealth Advisors’s Marathon Digital Holdings MARA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$4	–	534
2023 Q4	$4	Buy	+1	New	+$13	﹤0.01%	459
2023 Q1	–	Sell	-1	Closed	-$4	–	504
2022 Q4	$4	Hold	1	–	–	﹤0.01%	459
2022 Q3	$11	Hold	1	–	–	﹤0.01%	467
2022 Q2	$6	Buy	+1	New	+$13	﹤0.01%	491

Other funds holding MARA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Synergies Wealth Advisors's MARA Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Marathon Digital Holdings (MARA) in Q1 2024, closing a stake of 1 share — an estimated $4 sold.

Financial Synergies Wealth Advisors first reported a position in MARA in Q2 2022 and held it in 4 quarters. The position peaked at $11 in Q3 2022. 303 funds tracked by Wall St. Rank hold MARA as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Marathon Digital Holdings position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1 Marathon Digital Holdings share in Q1 2024, an estimated $4.
Financial Synergies Wealth Advisors first reported a position in Marathon Digital Holdings in Q2 2022 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Marathon Digital Holdings position peaked at $11 in Q3 2022.
303 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.