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Amplius Wealth Advisors’s Synchrony SYF Stock Holding History

Amplius Wealth 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
2022
Q3 		– Sell
-9,303
Closed -$256K – 175
2022
Q2 		$256K Sell
9,303
-1,598
-15% -$55.5K 0.04% 138
2022
Q1 		$379K Buy
10,901
+3,472
+47% +$145K 0.06% 118
2021
Q4 		$344K Buy
+7,429
New +$357K 0.05% 138

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Amplius Wealth Advisors's SYF Position: Q3 2022 in Review

Amplius Wealth Advisors sold out of Synchrony (SYF) in Q3 2022, closing a stake of 9,303 shares — an estimated $256K sold.

Amplius Wealth Advisors first reported a position in SYF in Q4 2021 and held it in 3 quarters. The position peaked at $379K in Q1 2022. 631 funds tracked by Wall St. Rank hold SYF as of Q3 2022.

  • Amplius Wealth Advisors reported no remaining Synchrony position as of Q3 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 9,303 Synchrony shares in Q3 2022, an estimated $256K.
  • Amplius Wealth Advisors first reported a position in Synchrony in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Synchrony position peaked at $379K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Synchrony as of Q3 2022.

Based on Amplius Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.