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Independent Solutions Wealth Management’s Synopsys SNPS Stock Holding History

Independent Solutions Wealth Management’s Portfolio SNPS Stock Details SNPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-787
Closed -$399K – 176
2024
Q3 		$399K Sell
787
-3,888
-83% -$2.09M 0.09% 126
2024
Q2 		$2.78M Buy
4,675
+3,828
+452% +$2.16M 0.64% 46
2024
Q1 		$484K Sell
847
-96
-10% -$52.8K 0.11% 126
2023
Q4 		$486K Sell
943
-288
-23% -$147K 0.12% 122
2023
Q3 		$565K Sell
1,231
-35
-3% -$15.7K 0.15% 119
2023
Q2 		$551K Buy
1,266
+40
+3% +$16.1K 0.14% 121
2023
Q1 		$474K Buy
1,226
+14
+1% +$5K 0.14% 122
2022
Q4 		$387K Buy
1,212
+491
+68% +$154K 0.12% 139
2022
Q3 		$220K Sell
721
-47
-6% -$15.9K 0.07% 194
2022
Q2 		$233K Sell
768
-191
-20% -$57.6K 0.07% 191
2022
Q1 		$320K Buy
959
+88
+10% +$27.5K 0.08% 166
2021
Q4 		$321K Sell
871
-2
-0.2% -$674 0.08% 174
2021
Q3 		$261K Buy
873
+81
+10% +$24.6K 0.06% 193
2021
Q2 		$218K Sell
792
-266
-25% -$67.5K 0.05% 199
2021
Q1 		$262K Buy
1,058
+141
+15% +$35.8K 0.07% 165
2020
Q4 		$238K Buy
+917
New +$211K 0.07% 168

Other funds holding SNPS

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Solutions Wealth Management's SNPS Position: Q4 2024 in Review

Independent Solutions Wealth Management sold out of Synopsys (SNPS) in Q4 2024, closing a stake of 787 shares — an estimated $399K sold.

Independent Solutions Wealth Management first reported a position in SNPS in Q4 2020 and held it in 16 quarters. The position peaked at $2.78M in Q2 2024. 1,292 funds tracked by Wall St. Rank hold SNPS as of Q4 2024.

  • Independent Solutions Wealth Management reported no remaining Synopsys position as of Q4 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 787 Synopsys shares in Q4 2024, an estimated $399K.
  • Independent Solutions Wealth Management first reported a position in Synopsys in Q4 2020 and held it in 16 quarters.
  • Independent Solutions Wealth Management's Synopsys position peaked at $2.78M in Q2 2024.
  • 1,292 funds tracked by Wall St. Rank held Synopsys as of Q4 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.