AWM
SNV

Accurate Wealth Management’s Synovus SNV Stock Holding History

Accurate Wealth Management’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-374
Closed -$14.5K – 1239
2022
Q4 		$14.5K Buy
+374
New +$14.8K 0.01% 770

Other funds holding SNV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's SNV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Synovus (SNV) in Q1 2023, closing a stake of 374 shares — an estimated $14.5K sold.

Accurate Wealth Management first reported a position in SNV in Q4 2022 and held it in 1 quarter. The position peaked at $14.5K in Q4 2022. 377 funds tracked by Wall St. Rank hold SNV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Synovus position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 374 Synovus shares in Q1 2023, an estimated $14.5K.
  • Accurate Wealth Management first reported a position in Synovus in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Synovus position peaked at $14.5K in Q4 2022.
  • 377 funds tracked by Wall St. Rank held Synovus as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.