9258 Wealth Management’s Synchrony SYF Stock Holding History

9258 Wealth Management’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$220K	Buy	4,414 +6	+0.1%	+$290	0.03%	327
2024 Q2	$208K	Buy	+4,408	New	+$191K	0.03%	328
2022 Q2	–	Sell	-8,983	Closed	-$313K	–	358
2022 Q1	$313K	Buy	8,983 +2,270	+34%	+$95K	0.07%	268
2021 Q4	$311K	Buy	+6,713	New	+$323K	0.07%	280

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

9258 Wealth Management's SYF Position: Q3 2024 in Review

9258 Wealth Management increased its Synchrony (SYF) stake by 0.14% in Q3 2024, buying an estimated $290 and bringing the position to 4,414 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #327.

9258 Wealth Management first reported a position in SYF in Q4 2021 and has held it in 4 quarters since. The position peaked at $313K in Q1 2022. 779 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

9258 Wealth Management held 4,414 shares of Synchrony worth $220K as of Q3 2024.
9258 Wealth Management bought 6 Synchrony shares in Q3 2024, an estimated $290.
Synchrony made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #327 holding.
9258 Wealth Management first reported a position in Synchrony in Q4 2021 and has held it in 4 quarters since.
9258 Wealth Management's Synchrony position peaked at $313K in Q1 2022.
779 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.