AWM
SNV

AE Wealth Management’s Synovus SNV Stock Holding History

AE 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
2024
Q4 		– Sell
-10,683
Closed -$475K – 2166
2024
Q3 		$475K Sell
10,683
-1,995
-16% -$87.2K ﹤0.01% 899
2024
Q2 		$510K Buy
+12,678
New +$481K 0.01% 885
2024
Q1 		– Sell
-21,892
Closed -$849K – 1860
2023
Q4 		$849K Buy
21,892
+3,164
+17% +$96.7K ﹤0.01% 1216
2023
Q3 		$521K Buy
18,728
+4,980
+36% +$156K ﹤0.01% 1354
2023
Q2 		$416K Buy
13,748
+116
+0.9% +$3.39K ﹤0.01% 1475
2023
Q1 		$420K Buy
13,632
+94
+0.7% +$3.58K ﹤0.01% 1423
2022
Q4 		$508K Sell
13,538
-416
-3% -$16.5K ﹤0.01% 1311
2022
Q3 		$523K Sell
13,954
-16,233
-54% -$644K ﹤0.01% 1242
2022
Q2 		$1.09M Buy
30,187
+13,803
+84% +$571K 0.01% 859
2022
Q1 		$803K Sell
16,384
-39
-0.2% -$1.98K 0.01% 1002
2021
Q4 		$786K Sell
16,423
-3,069
-16% -$145K 0.01% 1046
2021
Q3 		$856K Buy
19,492
+2,176
+13% +$92K 0.01% 924
2021
Q2 		$760K Buy
17,316
+279
+2% +$13.1K 0.01% 943
2021
Q1 		$779K Buy
17,037
+1,937
+13% +$81.1K 0.01% 858
2020
Q4 		$489K Buy
+15,100
New +$437K 0.01% 970
2020
Q1 		– Sell
-8,309
Closed -$326K – 1267
2019
Q4 		$326K Buy
+8,309
New +$305K 0.01% 871

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's SNV Position: Q4 2024 in Review

AE Wealth Management sold out of Synovus (SNV) in Q4 2024, closing a stake of 10,683 shares — an estimated $475K sold.

AE Wealth Management first reported a position in SNV in Q4 2019 and held it in 16 quarters. The position peaked at $1.09M in Q2 2022. 458 funds tracked by Wall St. Rank hold SNV as of Q4 2024.

  • AE Wealth Management reported no remaining Synovus position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,683 Synovus shares in Q4 2024, an estimated $475K.
  • AE Wealth Management first reported a position in Synovus in Q4 2019 and held it in 16 quarters.
  • AE Wealth Management's Synovus position peaked at $1.09M in Q2 2022.
  • 458 funds tracked by Wall St. Rank held Synovus as of Q4 2024.

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