Financial Synergies Wealth Advisors’s Microvast MVST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-432	Closed	-$362	–	306
2024 Q1	$362	Hold	432	–	–	﹤0.01%	479
2023 Q4	$661	Hold	432	–	–	﹤0.01%	361
2023 Q3	$817	Hold	432	–	–	﹤0.01%	403
2023 Q2	$692	Hold	432	–	–	﹤0.01%	423
2023 Q1	$536	Hold	432	–	–	﹤0.01%	412
2022 Q4	$661	Hold	432	–	–	﹤0.01%	361
2022 Q3	$782	Hold	432	–	–	﹤0.01%	330
2022 Q2	$960	Buy	+432	New	+$1.85K	﹤0.01%	312

Other funds holding MVST

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

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Financial Synergies Wealth Advisors sold out of Microvast (MVST) in Q2 2024, closing a stake of 432 shares — an estimated $362 sold.

Financial Synergies Wealth Advisors first reported a position in MVST in Q2 2022 and held it in 8 quarters. The position peaked at $960 in Q2 2022. 90 funds tracked by Wall St. Rank hold MVST as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Microvast position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 432 Microvast shares in Q2 2024, an estimated $362.
Financial Synergies Wealth Advisors first reported a position in Microvast in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Microvast position peaked at $960 in Q2 2022.
90 funds tracked by Wall St. Rank held Microvast as of Q2 2024.

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