Financial Synergies Wealth Advisors’s Sibanye-Stillwater SBSW Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SBSW Stock Details SBSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10	Closed	-$48	–	383
2024 Q1	$48	Hold	10	–	–	﹤0.01%	502
2023 Q4	$107	Hold	10	–	–	﹤0.01%	450
2023 Q3	$62	Hold	10	–	–	﹤0.01%	497
2023 Q2	$63	Hold	10	–	–	﹤0.01%	493
2023 Q1	$84	Hold	10	–	–	﹤0.01%	490
2022 Q4	$107	Hold	10	–	–	﹤0.01%	450
2022 Q3	$94	Hold	10	–	–	﹤0.01%	460
2022 Q2	$100	Buy	+10	New	+$131	﹤0.01%	482

Other funds holding SBSW

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Sibanye-Stillwater (SBSW) in Q2 2024, closing a stake of 10 shares — an estimated $48 sold.

Financial Synergies Wealth Advisors first reported a position in SBSW in Q2 2022 and held it in 8 quarters. The position peaked at $107 in Q4 2023. 198 funds tracked by Wall St. Rank hold SBSW as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Sibanye-Stillwater position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 10 Sibanye-Stillwater shares in Q2 2024, an estimated $48.
Financial Synergies Wealth Advisors first reported a position in Sibanye-Stillwater in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Sibanye-Stillwater position peaked at $107 in Q4 2023.
198 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q2 2024.

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