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Financial Synergies Wealth Advisors’s Vimeo VMEO Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio VMEO Stock Details VMEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-254
Closed -$973 – 540
2023
Q1 		$973 Buy
+254
New +$996 ﹤0.01% 378

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Financial Synergies Wealth Advisors's VMEO Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Vimeo (VMEO) in Q2 2023, closing a stake of 254 shares — an estimated $973 sold.

Financial Synergies Wealth Advisors first reported a position in VMEO in Q1 2023 and held it in 1 quarter. The position peaked at $973 in Q1 2023. 232 funds tracked by Wall St. Rank hold VMEO as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining Vimeo position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 254 Vimeo shares in Q2 2023, an estimated $973.
  • Financial Synergies Wealth Advisors first reported a position in Vimeo in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Vimeo position peaked at $973 in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Vimeo as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.