Baldwin Wealth Partners’s Synchrony SYF Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-13	Closed	-$648	–	916
2024 Q3	$648	Buy	+13	New	+$629	﹤0.01%	1022

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baldwin Wealth Partners's SYF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Synchrony (SYF) in Q4 2024, closing a stake of 13 shares — an estimated $648 sold.

Baldwin Wealth Partners first reported a position in SYF in Q3 2024 and held it in 1 quarter. The position peaked at $648 in Q3 2024. 898 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

Baldwin Wealth Partners reported no remaining Synchrony position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 13 Synchrony shares in Q4 2024, an estimated $648.
Baldwin Wealth Partners first reported a position in Synchrony in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Synchrony position peaked at $648 in Q3 2024.
898 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.