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Alera Investment Advisors’s Synchrony SYF Stock Holding History

Alera Investment Advisors’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
-239
Closed -$8K – 882
2019
Q1 		$8K Buy
239
+77
+48% +$2.32K ﹤0.01% 530
2018
Q4 		$4K Buy
+162
New +$4.38K ﹤0.01% 655

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

Alera Investment Advisors's SYF Position: Q2 2019 in Review

Alera Investment Advisors sold out of Synchrony (SYF) in Q2 2019, closing a stake of 239 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in SYF in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 690 funds tracked by Wall St. Rank hold SYF as of Q2 2019.

  • Alera Investment Advisors reported no remaining Synchrony position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 239 Synchrony shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in Synchrony in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Synchrony position peaked at $8K in Q1 2019.
  • 690 funds tracked by Wall St. Rank held Synchrony as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.