Financial Synergies Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2	Closed	-$1.23K	–	295
2024 Q1	$1.23K	Buy	+2	New	+$1.09K	﹤0.01%	377
2023 Q4	–	Sell	-2	Closed	-$821	–	517
2023 Q3	$821	Hold	2	–	–	﹤0.01%	400
2023 Q2	$924	Buy	+2	New	+$789	﹤0.01%	384
2022 Q3	–	Sell	-1	Closed	-$300	–	500
2022 Q2	$300	Buy	+1	New	+$341	﹤0.01%	442

Other funds holding MLM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q2 2024, closing a stake of 2 shares — an estimated $1.23K sold.

Financial Synergies Wealth Advisors first reported a position in MLM in Q2 2022 and held it in 4 quarters. The position peaked at $1.23K in Q1 2024. 939 funds tracked by Wall St. Rank hold MLM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Martin Marietta Materials position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2 Martin Marietta Materials shares in Q2 2024, an estimated $1.23K.
Financial Synergies Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2022 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Martin Marietta Materials position peaked at $1.23K in Q1 2024.
939 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2024.

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