FSWA
TCX icon

Financial Synergies Wealth Advisors’s Tucows TCX Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio TCX Stock Details TCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-24
Closed -$1.07K – 517
2022
Q2 		$1.07K Buy
+24
New +$1.27K ﹤0.01% 301

Other funds holding TCX

IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany $1.37B AUM 39.06% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BFM
Blacksheep Fund Management Co. Dublin, Ireland $247M AUM 8.75% 1-Year Est. Return
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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Tucows (TCX) in Q3 2022, closing a stake of 24 shares — an estimated $1.07K sold.

Financial Synergies Wealth Advisors first reported a position in TCX in Q2 2022 and held it in 1 quarter. The position peaked at $1.07K in Q2 2022. 74 funds tracked by Wall St. Rank hold TCX as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Tucows position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 24 Tucows shares in Q3 2022, an estimated $1.07K.
  • Financial Synergies Wealth Advisors first reported a position in Tucows in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Tucows position peaked at $1.07K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held Tucows as of Q3 2022.

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