FSWA
RTB

Financial Synergies Wealth Advisors’s RTB Digital RTB Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio RTB Stock Details RTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$294 – 380
2024
Q1 		$294 Sell
3
-26
-90% -$3.68K ﹤0.01% 484
2023
Q4 		$464 Buy
29
+26
+867% +$2.72K ﹤0.01% 380
2023
Q3 		$305 Hold
3
– – ﹤0.01% 473
2023
Q2 		$758 Hold
3
– – ﹤0.01% 416
2023
Q1 		$413 Hold
3
– – ﹤0.01% 435
2022
Q4 		$464 Hold
3
– – ﹤0.01% 380
2022
Q3 		$985 Hold
3
– – ﹤0.01% 299
2022
Q2 		$1.06K Buy
+3
New +$2.89K ﹤0.01% 304

Other funds holding RTB

CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of RTB Digital (RTB) in Q2 2024, closing a stake of 3 shares — an estimated $294 sold.

Financial Synergies Wealth Advisors first reported a position in RTB in Q2 2022 and held it in 8 quarters. The position peaked at $1.06K in Q2 2022. 15 funds tracked by Wall St. Rank hold RTB as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining RTB Digital position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 RTB Digital shares in Q2 2024, an estimated $294.
  • Financial Synergies Wealth Advisors first reported a position in RTB Digital in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's RTB Digital position peaked at $1.06K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held RTB Digital as of Q2 2024.

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