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Financial Synergies Wealth Advisors’s RELX RELX Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-27
Closed -$1.17K – 372
2024
Q1 		$1.17K Buy
+27
New +$1.14K ﹤0.01% 388
2023
Q4 		– Sell
-27
Closed -$910 – 531
2023
Q3 		$910 Buy
+27
New +$892 ﹤0.01% 388
2022
Q4 		– Sell
-36
Closed -$876 – 495
2022
Q3 		$876 Hold
36
– – ﹤0.01% 315
2022
Q2 		$970 Buy
+36
New +$1.04K ﹤0.01% 311

Other funds holding RELX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of RELX (RELX) in Q2 2024, closing a stake of 27 shares — an estimated $1.17K sold.

Financial Synergies Wealth Advisors first reported a position in RELX in Q2 2022 and held it in 4 quarters. The position peaked at $1.17K in Q1 2024. 434 funds tracked by Wall St. Rank hold RELX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining RELX position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 27 RELX shares in Q2 2024, an estimated $1.17K.
  • Financial Synergies Wealth Advisors first reported a position in RELX in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's RELX position peaked at $1.17K in Q1 2024.
  • 434 funds tracked by Wall St. Rank held RELX as of Q2 2024.

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