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Synergy Financial Group’s Fulgent Genetics FLGT Stock Holding History

Synergy Financial Group’s Portfolio FLGT Stock Details FLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,108
Closed -$224K – 89
2022
Q2 		$224K Hold
4,108
– – 0.35% 76
2022
Q1 		$256K Hold
4,108
– – 0.27% 84
2021
Q4 		$413K Buy
+4,108
New +$361K 0.37% 63

Other funds holding FLGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Synergy Financial Group's FLGT Position: Q3 2022 in Review

Synergy Financial Group sold out of Fulgent Genetics (FLGT) in Q3 2022, closing a stake of 4,108 shares — an estimated $224K sold.

Synergy Financial Group first reported a position in FLGT in Q4 2021 and held it in 3 quarters. The position peaked at $413K in Q4 2021. 235 funds tracked by Wall St. Rank hold FLGT as of Q3 2022.

  • Synergy Financial Group reported no remaining Fulgent Genetics position as of Q3 2022 after selling out during the quarter.
  • Synergy Financial Group sold 4,108 Fulgent Genetics shares in Q3 2022, an estimated $224K.
  • Synergy Financial Group first reported a position in Fulgent Genetics in Q4 2021 and held it in 3 quarters.
  • Synergy Financial Group's Fulgent Genetics position peaked at $413K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Fulgent Genetics as of Q3 2022.

Based on Synergy Financial Group's 13F filing for Q3 2022, filed 1 Nov 2022.