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Financial Synergies Wealth Advisors’s VeriSign VRSN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio VRSN Stock Details VRSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$948 – 465
2024
Q1 		$948 Hold
5
– – ﹤0.01% 417
2023
Q4 		$1.03K Hold
5
– – ﹤0.01% 320
2023
Q3 		$1.01K Hold
5
– – ﹤0.01% 368
2023
Q2 		$1.13K Hold
5
– – ﹤0.01% 360
2023
Q1 		$1.06K Hold
5
– – ﹤0.01% 373
2022
Q4 		$1.03K Hold
5
– – ﹤0.01% 320
2022
Q3 		$869 Buy
+5
New +$925 ﹤0.01% 316

Other funds holding VRSN

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of VeriSign (VRSN) in Q2 2024, closing a stake of 5 shares — an estimated $948 sold.

Financial Synergies Wealth Advisors first reported a position in VRSN in Q3 2022 and held it in 7 quarters. The position peaked at $1.13K in Q2 2023. 649 funds tracked by Wall St. Rank hold VRSN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining VeriSign position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 VeriSign shares in Q2 2024, an estimated $948.
  • Financial Synergies Wealth Advisors first reported a position in VeriSign in Q3 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's VeriSign position peaked at $1.13K in Q2 2023.
  • 649 funds tracked by Wall St. Rank held VeriSign as of Q2 2024.

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