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Financial Synergies Wealth Advisors’s Virgin Galactic SPCE Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SPCE Stock Details SPCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$157 – 550
2023
Q4 		$157 Hold
2
– – ﹤0.01% 446
2023
Q3 		$81 Hold
2
– – ﹤0.01% 494
2023
Q2 		$175 Hold
2
– – ﹤0.01% 486
2023
Q1 		$183 Hold
2
– – ﹤0.01% 483
2022
Q4 		$157 Hold
2
– – ﹤0.01% 446
2022
Q3 		$170 Hold
2
– – ﹤0.01% 453
2022
Q2 		$193 Buy
+2
New +$290 ﹤0.01% 474

Other funds holding SPCE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Synergies Wealth Advisors's SPCE Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Virgin Galactic (SPCE) in Q1 2024, closing a stake of 2 shares — an estimated $157 sold.

Financial Synergies Wealth Advisors first reported a position in SPCE in Q2 2022 and held it in 7 quarters. The position peaked at $193 in Q2 2022. 242 funds tracked by Wall St. Rank hold SPCE as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Virgin Galactic position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Virgin Galactic shares in Q1 2024, an estimated $157.
  • Financial Synergies Wealth Advisors first reported a position in Virgin Galactic in Q2 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's Virgin Galactic position peaked at $193 in Q2 2022.
  • 242 funds tracked by Wall St. Rank held Virgin Galactic as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.