Financial Synergies Wealth Advisors’s Unilever UL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30	Closed	-$1.71K	–	557
2023 Q4	$1.71K	Buy	+30	New	+$1.62K	﹤0.01%	259
2023 Q3	–	Sell	-30	Closed	-$1.77K	–	523
2023 Q2	$1.77K	Hold	30	–	–	﹤0.01%	303
2023 Q1	$1.77K	Hold	30	–	–	﹤0.01%	309
2022 Q4	$1.71K	Hold	30	–	–	﹤0.01%	259
2022 Q3	$1.49K	Hold	30	–	–	﹤0.01%	249
2022 Q2	$1.56K	Buy	+30	New	+$1.53K	﹤0.01%	267

Other funds holding UL

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Unilever (UL) in Q1 2024, closing a stake of 30 shares — an estimated $1.71K sold.

Financial Synergies Wealth Advisors first reported a position in UL in Q2 2022 and held it in 6 quarters. The position peaked at $1.77K in Q2 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 30 Unilever shares in Q1 2024, an estimated $1.71K.
Financial Synergies Wealth Advisors first reported a position in Unilever in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Unilever position peaked at $1.77K in Q2 2023.
1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

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