AT
SNV

American Trust’s Synovus SNV Stock Holding History

American Trust’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
Q2 		– Sell
-7,268
Closed -$224K – 469
2023
Q1 		$224K Sell
7,268
-1,940
-21% -$73.9K 0.02% 383
2022
Q4 		$346K Buy
9,208
+258
+3% +$10.2K 0.03% 280
2022
Q3 		$336K Sell
8,950
-245
-3% -$9.72K 0.03% 275
2022
Q2 		$331K Sell
9,195
-250
-3% -$10.3K 0.03% 291
2022
Q1 		$463K Buy
9,445
+4,645
+97% +$235K 0.03% 259
2021
Q4 		$230K Buy
+4,800
New +$227K 0.02% 314

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

American Trust's SNV Position: Q2 2023 in Review

American Trust sold out of Synovus (SNV) in Q2 2023, closing a stake of 7,268 shares — an estimated $224K sold.

American Trust first reported a position in SNV in Q4 2021 and held it in 6 quarters. The position peaked at $463K in Q1 2022. 370 funds tracked by Wall St. Rank hold SNV as of Q2 2023.

  • American Trust reported no remaining Synovus position as of Q2 2023 after selling out during the quarter.
  • American Trust sold 7,268 Synovus shares in Q2 2023, an estimated $224K.
  • American Trust first reported a position in Synovus in Q4 2021 and held it in 6 quarters.
  • American Trust's Synovus position peaked at $463K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Synovus as of Q2 2023.

Based on American Trust's 13F filing for Q2 2023, filed 14 Aug 2023.