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Financial Synergies Wealth Advisors’s Valhi VHI Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25
Closed -$430 – 458
2024
Q1 		$430 Buy
+25
New +$360 ﹤0.01% 467
2023
Q4 		– Sell
-25
Closed -$332 – 547
2023
Q3 		$332 Buy
+25
New +$340 ﹤0.01% 469

Other funds holding VHI

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Valhi (VHI) in Q2 2024, closing a stake of 25 shares — an estimated $430 sold.

Financial Synergies Wealth Advisors first reported a position in VHI in Q3 2023 and held it in 2 quarters. The position peaked at $430 in Q1 2024. 51 funds tracked by Wall St. Rank hold VHI as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Valhi position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 25 Valhi shares in Q2 2024, an estimated $430.
  • Financial Synergies Wealth Advisors first reported a position in Valhi in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Valhi position peaked at $430 in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Valhi as of Q2 2024.

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