BAAM
SNV

Baker Avenue Asset Management’s Synovus SNV Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-8
Closed -$222 – 1312
2023
Q3 		$222 Hold
8
– – ﹤0.01% 1588
2023
Q2 		$242 Sell
8
-31
-79% -$907 ﹤0.01% 1549
2023
Q1 		$1.2K Buy
+39
New +$1.49K ﹤0.01% 1125

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's SNV Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Synovus (SNV) in Q4 2023, closing a stake of 8 shares — an estimated $222 sold.

Baker Avenue Asset Management first reported a position in SNV in Q1 2023 and held it in 3 quarters. The position peaked at $1.2K in Q1 2023. 396 funds tracked by Wall St. Rank hold SNV as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Synovus position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 8 Synovus shares in Q4 2023, an estimated $222.
  • Baker Avenue Asset Management first reported a position in Synovus in Q1 2023 and held it in 3 quarters.
  • Baker Avenue Asset Management's Synovus position peaked at $1.2K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held Synovus as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.