Financial Synergies Wealth Advisors’s Motorola Solutions MSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-62	Closed	-$22K	–	303
2024 Q1	$22K	Sell	62 -1	-2%	-$329	﹤0.01%	184
2023 Q4	$16.2K	Buy	63 +1	+2%	+$303	﹤0.01%	151
2023 Q3	$16.9K	Hold	62	–	–	﹤0.01%	191
2023 Q2	$18.2K	Hold	62	–	–	﹤0.01%	182
2023 Q1	$17.7K	Sell	62 -1	-2%	-$264	﹤0.01%	192
2022 Q4	$16.2K	Buy	63 +62	+6,200%	+$15.5K	﹤0.01%	151
2022 Q3	$224	Hold	1	–	–	﹤0.01%	441
2022 Q2	$210	Buy	+1	New	+$218	﹤0.01%	468

Other funds holding MSI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Financial Synergies Wealth Advisors sold out of Motorola Solutions (MSI) in Q2 2024, closing a stake of 62 shares — an estimated $22K sold.

Financial Synergies Wealth Advisors first reported a position in MSI in Q2 2022 and held it in 8 quarters. The position peaked at $22K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold MSI as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Motorola Solutions position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 62 Motorola Solutions shares in Q2 2024, an estimated $22K.
Financial Synergies Wealth Advisors first reported a position in Motorola Solutions in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Motorola Solutions position peaked at $22K in Q1 2024.
1,215 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2024.

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