FSWA
SQSP

Financial Synergies Wealth Advisors’s Squarespace, Inc. SQSP Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SQSP Stock Details SQSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23
Closed -$839 – 504
2024
Q1 		$839 Buy
+23
New +$747 ﹤0.01% 423

Other funds holding SQSP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Squarespace, Inc. (SQSP) in Q2 2024, closing a stake of 23 shares — an estimated $839 sold.

Financial Synergies Wealth Advisors first reported a position in SQSP in Q1 2024 and held it in 1 quarter. The position peaked at $839 in Q1 2024. 215 funds tracked by Wall St. Rank hold SQSP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Squarespace, Inc. position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 23 Squarespace, Inc. shares in Q2 2024, an estimated $839.
  • Financial Synergies Wealth Advisors first reported a position in Squarespace, Inc. in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Squarespace, Inc. position peaked at $839 in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Squarespace, Inc. as of Q2 2024.

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