Financial Synergies Wealth Advisors’s Sarepta Therapeutics SRPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$389	–	417
2024 Q1	$389	Hold	3	–	–	﹤0.01%	476
2023 Q4	$389	Hold	3	–	–	﹤0.01%	394
2023 Q3	$364	Hold	3	–	–	﹤0.01%	462
2023 Q2	$344	Hold	3	–	–	﹤0.01%	464
2023 Q1	$414	Hold	3	–	–	﹤0.01%	434
2022 Q4	$389	Hold	3	–	–	﹤0.01%	394
2022 Q3	$332	Hold	3	–	–	﹤0.01%	410
2022 Q2	$225	Buy	+3	New	+$221	﹤0.01%	464

Other funds holding SRPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Sarepta Therapeutics (SRPT) in Q2 2024, closing a stake of 3 shares — an estimated $389 sold.

Financial Synergies Wealth Advisors first reported a position in SRPT in Q2 2022 and held it in 8 quarters. The position peaked at $414 in Q1 2023. 484 funds tracked by Wall St. Rank hold SRPT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Sarepta Therapeutics position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 Sarepta Therapeutics shares in Q2 2024, an estimated $389.
Financial Synergies Wealth Advisors first reported a position in Sarepta Therapeutics in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Sarepta Therapeutics position peaked at $414 in Q1 2023.
484 funds tracked by Wall St. Rank held Sarepta Therapeutics as of Q2 2024.

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