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Financial Synergies Wealth Advisors’s Tyson Foods TSN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio TSN Stock Details TSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$249 – 553
2023
Q4 		$249 Buy
+4
New +$194 ﹤0.01% 432
2023
Q1 		– Sell
-4
Closed -$249 – 511
2022
Q4 		$249 Hold
4
– – ﹤0.01% 432
2022
Q3 		$264 Hold
4
– – ﹤0.01% 430
2022
Q2 		$345 Buy
+4
New +$358 ﹤0.01% 417

Other funds holding TSN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Tyson Foods (TSN) in Q1 2024, closing a stake of 4 shares — an estimated $249 sold.

Financial Synergies Wealth Advisors first reported a position in TSN in Q2 2022 and held it in 4 quarters. The position peaked at $345 in Q2 2022. 786 funds tracked by Wall St. Rank hold TSN as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Tyson Foods position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 Tyson Foods shares in Q1 2024, an estimated $249.
  • Financial Synergies Wealth Advisors first reported a position in Tyson Foods in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Tyson Foods position peaked at $345 in Q2 2022.
  • 786 funds tracked by Wall St. Rank held Tyson Foods as of Q1 2024.

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