Buckingham Strategic Wealth’s Synovus SNV Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$275K	Sell	6,831 -4	-0.1%	-$152	﹤0.01%	622
2024 Q1	$274K	Sell	6,835 -7	-0.1%	-$263	﹤0.01%	615
2023 Q4	$258K	Buy	+6,842	New	+$209K	﹤0.01%	612
2023 Q3	–	Sell	-7,131	Closed	-$216K	–	708
2023 Q2	$216K	Hold	7,131	–	–	﹤0.01%	618
2023 Q1	$268K	Hold	7,131	–	–	﹤0.01%	503
2022 Q4	$268K	Sell	7,131 -16	-0.2%	-$635	﹤0.01%	505
2022 Q3	$268K	Hold	7,147	–	–	0.01%	493
2022 Q2	$258K	Hold	7,147	–	–	0.01%	497
2022 Q1	$350K	Hold	7,147	–	–	0.01%	427
2021 Q4	$342K	Buy	7,147 +500	+8%	+$23.7K	0.01%	447
2021 Q3	$292K	Sell	6,647 -184	-3%	-$7.78K	0.01%	471
2021 Q2	$300K	Hold	6,831	–	–	0.01%	466
2021 Q1	$313K	Sell	6,831 -112	-2%	-$4.69K	0.02%	425
2020 Q4	$225K	Buy	+6,943	New	+$201K	0.01%	483
2020 Q1	–	Sell	-6,943	Closed	-$272K	–	509
2019 Q4	$272K	Buy	+6,943	New	+$255K	0.03%	379

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Buckingham Strategic Wealth's SNV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Synovus (SNV) stake by 0.06% in Q2 2024, selling an estimated $152 and leaving 6,831 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Buckingham Strategic Wealth first reported a position in SNV in Q4 2019 and has held it in 15 quarters since. The position peaked at $350K in Q1 2022. 382 funds tracked by Wall St. Rank hold SNV as of Q2 2024.

Buckingham Strategic Wealth held 6,831 shares of Synovus worth $275K as of Q2 2024.
Buckingham Strategic Wealth sold 4 Synovus shares in Q2 2024, an estimated $152.
Synovus made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #622 holding.
Buckingham Strategic Wealth first reported a position in Synovus in Q4 2019 and has held it in 15 quarters since.
Buckingham Strategic Wealth's Synovus position peaked at $350K in Q1 2022.
382 funds tracked by Wall St. Rank held Synovus as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.