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Financial Synergies Wealth Advisors’s Cloudflare NET Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13
Closed -$1.26K – 312
2024
Q1 		$1.26K Buy
+13
New +$1.18K ﹤0.01% 374
2023
Q4 		– Sell
-13
Closed -$820 – 521
2023
Q3 		$820 Hold
13
– – ﹤0.01% 401
2023
Q2 		$850 Buy
+13
New +$776 ﹤0.01% 397
2022
Q3 		– Sell
-16
Closed -$700 – 504
2022
Q2 		$700 Buy
+16
New +$1.15K ﹤0.01% 347

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Cloudflare (NET) in Q2 2024, closing a stake of 13 shares — an estimated $1.26K sold.

Financial Synergies Wealth Advisors first reported a position in NET in Q2 2022 and held it in 4 quarters. The position peaked at $1.26K in Q1 2024. 652 funds tracked by Wall St. Rank hold NET as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Cloudflare position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 13 Cloudflare shares in Q2 2024, an estimated $1.26K.
  • Financial Synergies Wealth Advisors first reported a position in Cloudflare in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Cloudflare position peaked at $1.26K in Q1 2024.
  • 652 funds tracked by Wall St. Rank held Cloudflare as of Q2 2024.

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