Baker Tilly Wealth Management’s Synchrony SYF Stock Holding History

Baker Tilly 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
2023 Q3	–	Sell	-16,080	Closed	-$545K	–	538
2023 Q2	$545K	Sell	16,080 -13	-0.1%	-$397	0.06%	315
2023 Q1	$468K	Buy	16,093 +80	+0.5%	+$2.69K	0.05%	350
2022 Q4	$526K	Sell	16,013 -10,123	-39%	-$347K	0.06%	308
2022 Q3	$737K	Buy	26,136 +10,001	+62%	+$323K	0.1%	219
2022 Q2	$446K	Sell	16,135 -3	-0%	-$104	0.06%	335
2022 Q1	$562K	Buy	16,138 +37	+0.2%	+$1.55K	0.06%	316
2021 Q4	$747K	Sell	16,101 -19	-0.1%	-$914	0.08%	271
2021 Q3	$788K	Hold	16,120	–	–	0.1%	206
2021 Q2	$782K	Buy	16,120 +37	+0.2%	+$1.69K	0.13%	181
2021 Q1	$654K	Buy	+16,083	New	+$620K	0.13%	193

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Tilly Wealth Management's SYF Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Synchrony (SYF) in Q3 2023, closing a stake of 16,080 shares — an estimated $545K sold.

Baker Tilly Wealth Management first reported a position in SYF in Q1 2021 and held it in 10 quarters. The position peaked at $788K in Q3 2021. 652 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Synchrony position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 16,080 Synchrony shares in Q3 2023, an estimated $545K.
Baker Tilly Wealth Management first reported a position in Synchrony in Q1 2021 and held it in 10 quarters.
Baker Tilly Wealth Management's Synchrony position peaked at $788K in Q3 2021.
652 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.