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Financial Synergies Wealth Advisors’s Nautilus Biotechnolgy NAUT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NAUT Stock Details NAUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-291
Closed -$920 – 520
2023
Q3 		$920 Hold
291
– – ﹤0.01% 385
2023
Q2 		$1.13K Buy
+291
New +$838 ﹤0.01% 361

Other funds holding NAUT

ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
MVG
Madrona Venture Group Seattle, Washington $22.1M AUM 86.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's NAUT Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Nautilus Biotechnolgy (NAUT) in Q4 2023, closing a stake of 291 shares — an estimated $920 sold.

Financial Synergies Wealth Advisors first reported a position in NAUT in Q2 2023 and held it in 2 quarters. The position peaked at $1.13K in Q2 2023. 76 funds tracked by Wall St. Rank hold NAUT as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Nautilus Biotechnolgy position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 291 Nautilus Biotechnolgy shares in Q4 2023, an estimated $920.
  • Financial Synergies Wealth Advisors first reported a position in Nautilus Biotechnolgy in Q2 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Nautilus Biotechnolgy position peaked at $1.13K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Nautilus Biotechnolgy as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.