FSWA
STE icon

Financial Synergies Wealth Advisors’s Steris STE Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2
Closed -$413 – 516
2022
Q2 		$413 Buy
+2
New +$451 ﹤0.01% 389

Other funds holding STE

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's STE Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Steris (STE) in Q3 2022, closing a stake of 2 shares — an estimated $413 sold.

Financial Synergies Wealth Advisors first reported a position in STE in Q2 2022 and held it in 1 quarter. The position peaked at $413 in Q2 2022. 637 funds tracked by Wall St. Rank hold STE as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Steris position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Steris shares in Q3 2022, an estimated $413.
  • Financial Synergies Wealth Advisors first reported a position in Steris in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Steris position peaked at $413 in Q2 2022.
  • 637 funds tracked by Wall St. Rank held Steris as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.