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Wellspring Financial Advisors’s Synopsys SNPS Stock Holding History

Wellspring Financial Advisors’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
Q3 		– Sell
-394
Closed -$234K – 178
2024
Q2 		$234K Hold
394
– – 0.03% 127
2024
Q1 		$225K Buy
+394
New +$217K 0.04% 116
2023
Q4 		– Sell
-436
Closed -$200K – 143
2023
Q3 		$200K Buy
+436
New +$195K 0.06% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellspring Financial Advisors's SNPS Position: Q3 2024 in Review

Wellspring Financial Advisors sold out of Synopsys (SNPS) in Q3 2024, closing a stake of 394 shares — an estimated $234K sold.

Wellspring Financial Advisors first reported a position in SNPS in Q3 2023 and held it in 3 quarters. The position peaked at $234K in Q2 2024. 1,242 funds tracked by Wall St. Rank hold SNPS as of Q3 2024.

  • Wellspring Financial Advisors reported no remaining Synopsys position as of Q3 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 394 Synopsys shares in Q3 2024, an estimated $234K.
  • Wellspring Financial Advisors first reported a position in Synopsys in Q3 2023 and held it in 3 quarters.
  • Wellspring Financial Advisors's Synopsys position peaked at $234K in Q2 2024.
  • 1,242 funds tracked by Wall St. Rank held Synopsys as of Q3 2024.

Based on Wellspring Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.