AWM
SNV

Affinity Wealth Management’s Synovus SNV Stock Holding History

Affinity 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
-5,530
Closed -$208K – 122
2022
Q4 		$208K Buy
5,530
+55
+1% +$2.18K 0.05% 101
2022
Q3 		$205K Buy
+5,475
New +$217K 0.05% 90
2022
Q2 		– Sell
-5,388
Closed -$248K – 114
2022
Q1 		$248K Buy
+5,388
New +$273K 0.05% 93

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Affinity Wealth Management sold out of Synovus (SNV) in Q1 2023, closing a stake of 5,530 shares — an estimated $208K sold.

Affinity Wealth Management first reported a position in SNV in Q1 2022 and held it in 3 quarters. The position peaked at $248K in Q1 2022. 378 funds tracked by Wall St. Rank hold SNV as of Q1 2023.

  • Affinity Wealth Management reported no remaining Synovus position as of Q1 2023 after selling out during the quarter.
  • Affinity Wealth Management sold 5,530 Synovus shares in Q1 2023, an estimated $208K.
  • Affinity Wealth Management first reported a position in Synovus in Q1 2022 and held it in 3 quarters.
  • Affinity Wealth Management's Synovus position peaked at $248K in Q1 2022.
  • 378 funds tracked by Wall St. Rank held Synovus as of Q1 2023.

Based on Affinity Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.