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Financial Synergies Wealth Advisors’s Nextpower Inc NXT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NXT Stock Details NXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$57 – 328
2024
Q1 		$57 Buy
+1
New +$53 ﹤0.01% 501

Other funds holding NXT

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Nextpower Inc (NXT) in Q2 2024, closing a stake of 1 share — an estimated $57 sold.

Financial Synergies Wealth Advisors first reported a position in NXT in Q1 2024 and held it in 1 quarter. The position peaked at $57 in Q1 2024. 445 funds tracked by Wall St. Rank hold NXT as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Nextpower Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1 Nextpower Inc share in Q2 2024, an estimated $57.
  • Financial Synergies Wealth Advisors first reported a position in Nextpower Inc in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Nextpower Inc position peaked at $57 in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2024.

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