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Financial Synergies Wealth Advisors’s Scansource SCSC Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$353 – 391
2024
Q1 		$353 Hold
8
– – ﹤0.01% 480
2023
Q4 		$234 Hold
8
– – ﹤0.01% 437
2023
Q3 		$243 Hold
8
– – ﹤0.01% 480
2023
Q2 		$237 Hold
8
– – ﹤0.01% 478
2023
Q1 		$244 Hold
8
– – ﹤0.01% 474
2022
Q4 		$234 Hold
8
– – ﹤0.01% 437
2022
Q3 		$212 Hold
8
– – ﹤0.01% 444
2022
Q2 		$250 Buy
+8
New +$280 ﹤0.01% 457

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Scansource (SCSC) in Q2 2024, closing a stake of 8 shares — an estimated $353 sold.

Financial Synergies Wealth Advisors first reported a position in SCSC in Q2 2022 and held it in 8 quarters. The position peaked at $353 in Q1 2024. 179 funds tracked by Wall St. Rank hold SCSC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Scansource position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 8 Scansource shares in Q2 2024, an estimated $353.
  • Financial Synergies Wealth Advisors first reported a position in Scansource in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Scansource position peaked at $353 in Q1 2024.
  • 179 funds tracked by Wall St. Rank held Scansource as of Q2 2024.

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