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Beirne Wealth Consulting Services’s Synchrony SYF Stock Holding History

Beirne Wealth Consulting Services’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
2021
Q1 		– Sell
-6,489
Closed -$225K – 163
2020
Q4 		$225K Buy
+6,489
New +$195K 0.11% 138
2020
Q1 		– Sell
-7,088
Closed -$255K – 91
2019
Q4 		$255K Buy
+7,088
New +$254K 0.22% 72

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beirne Wealth Consulting Services's SYF Position: Q1 2021 in Review

Beirne Wealth Consulting Services sold out of Synchrony (SYF) in Q1 2021, closing a stake of 6,489 shares — an estimated $225K sold.

Beirne Wealth Consulting Services first reported a position in SYF in Q4 2019 and held it in 2 quarters. The position peaked at $255K in Q4 2019. 702 funds tracked by Wall St. Rank hold SYF as of Q1 2021.

  • Beirne Wealth Consulting Services reported no remaining Synchrony position as of Q1 2021 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 6,489 Synchrony shares in Q1 2021, an estimated $225K.
  • Beirne Wealth Consulting Services first reported a position in Synchrony in Q4 2019 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's Synchrony position peaked at $255K in Q4 2019.
  • 702 funds tracked by Wall St. Rank held Synchrony as of Q1 2021.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2021, filed 17 May 2021.