BSW Wealth Partners’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

BSW Wealth Partners’s Portfolio SYNH Stock Details SYNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,103	Closed	-$241K	–	332
2022 Q3	$241K	Buy	5,103 +183	+4%	+$11.8K	0.06%	230
2022 Q2	$353K	Buy	4,920 +714	+17%	+$52.2K	0.08%	165
2022 Q1	$340K	Buy	4,206 +529	+14%	+$44.8K	0.09%	185
2021 Q4	$378K	Buy	3,677 +349	+10%	+$33.5K	0.09%	160
2021 Q3	$291K	Buy	3,328 +494	+17%	+$44.7K	0.08%	188
2021 Q2	$254K	Buy	+2,834	New	+$239K	0.07%	200

Other funds holding SYNH

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BSW Wealth Partners's SYNH Position: Q4 2022 in Review

BSW Wealth Partners sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q4 2022, closing a stake of 5,103 shares — an estimated $241K sold.

BSW Wealth Partners first reported a position in SYNH in Q2 2021 and held it in 6 quarters. The position peaked at $378K in Q4 2021. 307 funds tracked by Wall St. Rank hold SYNH as of Q4 2022.

BSW Wealth Partners reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
BSW Wealth Partners sold 5,103 Syneos Health, Inc. Class A Common Stock shares in Q4 2022, an estimated $241K.
BSW Wealth Partners first reported a position in Syneos Health, Inc. Class A Common Stock in Q2 2021 and held it in 6 quarters.
BSW Wealth Partners's Syneos Health, Inc. Class A Common Stock position peaked at $378K in Q4 2021.
307 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.