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Baystate Wealth Management’s Synchrony SYF Stock Holding History

Baystate 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
2022
Q1 		– Sell
-6
Closed -$251 – 934
2021
Q4 		$0 Hold
6
– – ﹤0.01% 965
2021
Q3 		$0 Hold
6
– – ﹤0.01% 886
2021
Q2 		$0 Hold
6
– – ﹤0.01% 856
2021
Q1 		$0 Buy
+6
New +$231 ﹤0.01% 825
2019
Q4 		– Sell
-145
Closed -$5K – 657
2019
Q3 		$5K Sell
145
-850
-85% -$29.2K ﹤0.01% 425
2019
Q2 		$35K Buy
995
+6
+0.6% +$203 ﹤0.01% 252
2019
Q1 		$33K Buy
989
+7
+0.7% +$211 ﹤0.01% 259
2018
Q4 		$26K Buy
982
+7
+0.7% +$189 ﹤0.01% 282
2018
Q3 		$30K Buy
975
+7
+0.7% +$223 0.01% 260
2018
Q2 		$34K Buy
968
+124
+15% +$4.26K 0.01% 233
2018
Q1 		$29K Buy
+844
New +$31.3K ﹤0.01% 251

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baystate Wealth Management's SYF Position: Q1 2022 in Review

Baystate Wealth Management sold out of Synchrony (SYF) in Q1 2022, closing a stake of 6 shares — an estimated $251 sold.

Baystate Wealth Management first reported a position in SYF in Q1 2018 and held it in 11 quarters. The position peaked at $35K in Q2 2019. 705 funds tracked by Wall St. Rank hold SYF as of Q1 2022.

  • Baystate Wealth Management reported no remaining Synchrony position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 6 Synchrony shares in Q1 2022, an estimated $251.
  • Baystate Wealth Management first reported a position in Synchrony in Q1 2018 and held it in 11 quarters.
  • Baystate Wealth Management's Synchrony position peaked at $35K in Q2 2019.
  • 705 funds tracked by Wall St. Rank held Synchrony as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.