BCWM
SNV

Bartlett & Co Wealth Management’s Synovus SNV Stock Holding History

Bartlett & Co Wealth 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
2022
Q3 		– Sell
-45
Closed -$1.64K – 1261
2022
Q2 		$1.64K Buy
+45
New +$1.86K ﹤0.01% 1203
2019
Q2 		– Sell
-1,249
Closed -$43.3K – 805
2019
Q1 		$43.3K Buy
+1,249
New +$45.8K ﹤0.01% 441

Other funds holding SNV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Bartlett & Co Wealth Management's SNV Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Synovus (SNV) in Q3 2022, closing a stake of 45 shares — an estimated $1.64K sold.

Bartlett & Co Wealth Management first reported a position in SNV in Q1 2019 and held it in 2 quarters. The position peaked at $43.3K in Q1 2019. 406 funds tracked by Wall St. Rank hold SNV as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Synovus position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 45 Synovus shares in Q3 2022, an estimated $1.64K.
  • Bartlett & Co Wealth Management first reported a position in Synovus in Q1 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Synovus position peaked at $43.3K in Q1 2019.
  • 406 funds tracked by Wall St. Rank held Synovus as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.