BAM
SNV

Belpointe Asset Management’s Synovus SNV Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,095
Closed -$33.8K – 2957
2023
Q1 		$33.8K Buy
1,095
+635
+138% +$24.2K ﹤0.01% 1971
2022
Q4 		$17.3K Buy
+460
New +$18.3K ﹤0.01% 2283

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's SNV Position: Q2 2023 in Review

Belpointe Asset Management sold out of Synovus (SNV) in Q2 2023, closing a stake of 1,095 shares — an estimated $33.8K sold.

Belpointe Asset Management first reported a position in SNV in Q4 2022 and held it in 2 quarters. The position peaked at $33.8K in Q1 2023. 370 funds tracked by Wall St. Rank hold SNV as of Q2 2023.

  • Belpointe Asset Management reported no remaining Synovus position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,095 Synovus shares in Q2 2023, an estimated $33.8K.
  • Belpointe Asset Management first reported a position in Synovus in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Synovus position peaked at $33.8K in Q1 2023.
  • 370 funds tracked by Wall St. Rank held Synovus as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.