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Aevitas Wealth Management’s Synchrony SYF Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-612
Closed -$19K – 310
2019
Q1 		$19K Buy
612
+3
+0.5% +$90 0.02% 261
2018
Q4 		$14K Sell
609
-895
-60% -$24.2K 0.01% 279
2018
Q3 		$47K Buy
1,504
+404
+37% +$12.9K 0.04% 204
2018
Q2 		$37K Buy
+1,100
New +$37.8K 0.04% 223

Other funds holding SYF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aevitas Wealth Management's SYF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Synchrony (SYF) in Q2 2019, closing a stake of 612 shares — an estimated $19K sold.

Aevitas Wealth Management first reported a position in SYF in Q2 2018 and held it in 4 quarters. The position peaked at $47K in Q3 2018. 690 funds tracked by Wall St. Rank hold SYF as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Synchrony position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 612 Synchrony shares in Q2 2019, an estimated $19K.
  • Aevitas Wealth Management first reported a position in Synchrony in Q2 2018 and held it in 4 quarters.
  • Aevitas Wealth Management's Synchrony position peaked at $47K in Q3 2018.
  • 690 funds tracked by Wall St. Rank held Synchrony as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.