FSWA
WFT

Financial Synergies Wealth Advisors’s Weatherford International plc WFT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio WFT Stock Details WFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-19,607
Closed -$13.7K – 31
2019
Q1 		$13.7K Buy
+19,607
New +$13.6K 0.01% 28

Other funds holding WFT

DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's WFT Position: Q2 2019 in Review

Financial Synergies Wealth Advisors sold out of Weatherford International plc (WFT) in Q2 2019, closing a stake of 19,607 shares — an estimated $13.7K sold.

Financial Synergies Wealth Advisors first reported a position in WFT in Q1 2019 and held it in 1 quarter. The position peaked at $13.7K in Q1 2019. 49 funds tracked by Wall St. Rank hold WFT as of Q2 2019.

  • Financial Synergies Wealth Advisors reported no remaining Weatherford International plc position as of Q2 2019 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 19,607 Weatherford International plc shares in Q2 2019, an estimated $13.7K.
  • Financial Synergies Wealth Advisors first reported a position in Weatherford International plc in Q1 2019 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Weatherford International plc position peaked at $13.7K in Q1 2019.
  • 49 funds tracked by Wall St. Rank held Weatherford International plc as of Q2 2019.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2019, filed 5 Apr 2024.