FSWA
NL icon

Financial Synergies Wealth Advisors’s NLI Holdings NL Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-136
Closed -$997 – 318
2024
Q1 		$997 Buy
+136
New +$765 ﹤0.01% 407
2023
Q4 		– Sell
-136
Closed -$646 – 522
2023
Q3 		$646 Buy
+136
New +$722 ﹤0.01% 428

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of NLI Holdings (NL) in Q2 2024, closing a stake of 136 shares — an estimated $997 sold.

Financial Synergies Wealth Advisors first reported a position in NL in Q3 2023 and held it in 2 quarters. The position peaked at $997 in Q1 2024. 66 funds tracked by Wall St. Rank hold NL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining NLI Holdings position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 136 NLI Holdings shares in Q2 2024, an estimated $997.
  • Financial Synergies Wealth Advisors first reported a position in NLI Holdings in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's NLI Holdings position peaked at $997 in Q1 2024.
  • 66 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2024.

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