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Axxcess Wealth Management’s Synchrony SYF Stock Holding History

Axxcess 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
2024
Q1 		– Sell
-6,666
Closed -$255K – 927
2023
Q4 		$255K Sell
6,666
-5,129
-43% -$162K 0.01% 704
2023
Q3 		$361K Buy
+11,795
New +$393K 0.01% 554

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axxcess Wealth Management's SYF Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Synchrony (SYF) in Q1 2024, closing a stake of 6,666 shares — an estimated $255K sold.

Axxcess Wealth Management first reported a position in SYF in Q3 2023 and held it in 2 quarters. The position peaked at $361K in Q3 2023. 711 funds tracked by Wall St. Rank hold SYF as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Synchrony position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,666 Synchrony shares in Q1 2024, an estimated $255K.
  • Axxcess Wealth Management first reported a position in Synchrony in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's Synchrony position peaked at $361K in Q3 2023.
  • 711 funds tracked by Wall St. Rank held Synchrony as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.