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Financial Synergies Wealth Advisors’s Marvell Technology MRVL Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8
Closed -$349 – 501
2022
Q2 		$349 Buy
+8
New +$453 ﹤0.01% 415

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Financial Synergies Wealth Advisors's MRVL Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Marvell Technology (MRVL) in Q3 2022, closing a stake of 8 shares — an estimated $349 sold.

Financial Synergies Wealth Advisors first reported a position in MRVL in Q2 2022 and held it in 1 quarter. The position peaked at $349 in Q2 2022. 846 funds tracked by Wall St. Rank hold MRVL as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Marvell Technology position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 8 Marvell Technology shares in Q3 2022, an estimated $349.
  • Financial Synergies Wealth Advisors first reported a position in Marvell Technology in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Marvell Technology position peaked at $349 in Q2 2022.
  • 846 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.