BerganKDV Wealth Management’s Synchrony SYF Stock Holding History

BerganKDV 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
2023 Q2	$815	Sell	24 -47	-66%	-$1.44K	﹤0.01%	773
2023 Q1	$2.07K	Hold	71	–	–	﹤0.01%	827
2022 Q4	$2.34K	Sell	71 -5	-7%	-$171	﹤0.01%	780
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	836
2022 Q2	$2K	Hold	76	–	–	﹤0.01%	853
2022 Q1	$3K	Hold	76	–	–	﹤0.01%	818
2021 Q4	$4K	Hold	76	–	–	﹤0.01%	833
2021 Q3	$4K	Buy	76 +25	+49%	+$1.22K	﹤0.01%	794
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	849
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	809
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	805
2020 Q3	$1K	Hold	51	–	–	﹤0.01%	866
2020 Q2	$1K	Buy	+51	New	+$994	﹤0.01%	903
2020 Q1	–	Sell	-185	Closed	-$7K	–	1000
2019 Q4	$7K	Buy	+185	New	+$6.62K	﹤0.01%	576

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's SYF Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Synchrony (SYF) stake by 66% in Q2 2023, selling an estimated $1.44K and leaving 24 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #773.

BerganKDV Wealth Management first reported a position in SYF in Q4 2019 and has held it in 14 quarters since. The position peaked at $7K in Q4 2019. 660 funds tracked by Wall St. Rank hold SYF as of Q2 2023.

BerganKDV Wealth Management held 24 shares of Synchrony worth $815 as of Q2 2023.
BerganKDV Wealth Management sold 47 Synchrony shares in Q2 2023, an estimated $1.44K.
Synchrony made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #773 holding.
BerganKDV Wealth Management first reported a position in Synchrony in Q4 2019 and has held it in 14 quarters since.
BerganKDV Wealth Management's Synchrony position peaked at $7K in Q4 2019.
660 funds tracked by Wall St. Rank held Synchrony as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.