Bridgeworth’s Synovus SNV Stock Holding History

Bridgeworth’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 Q4	$312K	Hold	8,300	–	–	0.03%	136
2023 Q3	$231K	Hold	8,300	–	–	0.03%	149
2023 Q2	$251K	Hold	8,300	–	–	0.03%	146
2023 Q1	$256K	Hold	8,300	–	–	0.03%	139
2022 Q4	$312K	Hold	8,300	–	–	0.05%	119
2022 Q3	$311K	Hold	8,300	–	–	0.07%	106
2022 Q2	$299K	Hold	8,300	–	–	0.07%	112
2022 Q1	$407K	Sell	8,300 -700	-8%	-$35.4K	0.09%	94
2021 Q4	$431K	Hold	9,000	–	–	0.1%	93
2021 Q3	$395K	Hold	9,000	–	–	0.11%	90
2021 Q2	$395K	Hold	9,000	–	–	0.11%	93
2021 Q1	$412K	Hold	9,000	–	–	0.13%	79
2020 Q4	$291K	Buy	+9,000	New	+$260K	0.1%	92
2020 Q1	–	Sell	-9,000	Closed	-$353K	–	137
2019 Q4	$353K	Hold	9,000	–	–	0.13%	88
2019 Q3	$322K	Hold	9,000	–	–	0.12%	87
2019 Q2	$315K	Hold	9,000	–	–	0.12%	87
2019 Q1	$309K	Buy	+9,000	New	+$330K	0.12%	91
2018 Q3	–	Sell	-9,000	Closed	-$475K	–	473
2018 Q2	$475K	Hold	9,000	–	–	0.2%	70
2018 Q1	$449K	Sell	9,000 -13,000	-59%	-$655K	0.21%	77
2017 Q4	$1.05M	Buy	+22,000	New	+$1.04M	0.92%	22

Other funds holding SNV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgeworth's SNV Position: Q4 2023 in Review

Bridgeworth held its Synovus (SNV) position steady in Q4 2023 at 8,300 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #136.

Bridgeworth first reported a position in SNV in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.05M in Q4 2017. 396 funds tracked by Wall St. Rank hold SNV as of Q4 2023.

Bridgeworth held 8,300 shares of Synovus worth $312K as of Q4 2023.
Bridgeworth left its Synovus share count unchanged in Q4 2023.
Synovus made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #136 holding.
Bridgeworth first reported a position in Synovus in Q4 2017 and has held it in 20 quarters since.
Bridgeworth's Synovus position peaked at $1.05M in Q4 2017.
396 funds tracked by Wall St. Rank held Synovus as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.