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Alterna Wealth Management’s Synchrony SYF Stock Holding History

Alterna 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
2020
Q1 		– Sell
-6,776
Closed -$244K – 111
2019
Q4 		$244K Buy
6,776
+111
+2% +$3.97K 0.27% 104
2019
Q3 		$227K Buy
+6,665
New +$229K 0.27% 82

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Alterna Wealth Management's SYF Position: Q1 2020 in Review

Alterna Wealth Management sold out of Synchrony (SYF) in Q1 2020, closing a stake of 6,776 shares — an estimated $244K sold.

Alterna Wealth Management first reported a position in SYF in Q3 2019 and held it in 2 quarters. The position peaked at $244K in Q4 2019. 600 funds tracked by Wall St. Rank hold SYF as of Q1 2020.

  • Alterna Wealth Management reported no remaining Synchrony position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 6,776 Synchrony shares in Q1 2020, an estimated $244K.
  • Alterna Wealth Management first reported a position in Synchrony in Q3 2019 and held it in 2 quarters.
  • Alterna Wealth Management's Synchrony position peaked at $244K in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Synchrony as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.