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Avantax Planning Partners’s Synchrony SYF Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-77
Closed -$2K – 1085
2018
Q3 		$2K Buy
+77
New +$2.45K ﹤0.01% 1364
2018
Q2 		– Sell
-30,638
Closed -$1.03M – 1326
2018
Q1 		$1.03M Sell
30,638
-310
-1% -$11.5K 0.09% 96
2017
Q4 		$1.2M Buy
30,948
+1
+0% +$34 0.11% 87
2017
Q3 		$961K Sell
30,947
-3,086
-9% -$92.3K 0.08% 125
2017
Q2 		$1.01M Sell
34,033
-540
-2% -$16K 0.09% 107
2017
Q1 		$1.19M Sell
34,573
-403
-1% -$14.5K 0.11% 83
2016
Q4 		$1.27M Buy
+34,976
New +$1.12M 0.14% 70

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Planning Partners's SYF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Synchrony (SYF) in Q4 2018, closing a stake of 77 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in SYF in Q4 2016 and held it in 7 quarters. The position peaked at $1.27M in Q4 2016. 673 funds tracked by Wall St. Rank hold SYF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Synchrony position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 77 Synchrony shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Synchrony in Q4 2016 and held it in 7 quarters.
  • Avantax Planning Partners's Synchrony position peaked at $1.27M in Q4 2016.
  • 673 funds tracked by Wall St. Rank held Synchrony as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.