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Financial Synergies Wealth Advisors’s Nokia NOK Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NOK Stock Details NOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-66
Closed -$234 – 320
2024
Q1 		$234 Sell
66
-16
-20% -$57 ﹤0.01% 489
2023
Q4 		$381 Buy
82
+23
+39% +$78 ﹤0.01% 396
2023
Q3 		$221 Buy
59
+5
+9% +$20 ﹤0.01% 482
2023
Q2 		$225 Sell
54
-36
-40% -$152 ﹤0.01% 480
2023
Q1 		$442 Buy
90
+8
+10% +$38 ﹤0.01% 428
2022
Q4 		$381 Buy
82
+1
+1% +$5 ﹤0.01% 396
2022
Q3 		$346 Buy
81
+2
+3% +$10 ﹤0.01% 398
2022
Q2 		$365 Buy
+79
New +$395 ﹤0.01% 408

Other funds holding NOK

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Nokia (NOK) in Q2 2024, closing a stake of 66 shares — an estimated $234 sold.

Financial Synergies Wealth Advisors first reported a position in NOK in Q2 2022 and held it in 8 quarters. The position peaked at $442 in Q1 2023. 439 funds tracked by Wall St. Rank hold NOK as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Nokia position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 66 Nokia shares in Q2 2024, an estimated $234.
  • Financial Synergies Wealth Advisors first reported a position in Nokia in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Nokia position peaked at $442 in Q1 2023.
  • 439 funds tracked by Wall St. Rank held Nokia as of Q2 2024.

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