CAL
SNV

Capital Advisors Ltd’s Synovus SNV Stock Holding History

Capital Advisors Ltd’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
-57
Closed -$2K – 1526
2023
Q1 		$2K Buy
57
+41
+256% +$1.56K ﹤0.01% 936
2022
Q4 		$1K Sell
16
-11
-41% -$437 ﹤0.01% 1086
2022
Q3 		$1K Buy
+27
New +$1.07K ﹤0.01% 1117
2022
Q2 		– Sell
-5
Closed – – 1301
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1182
2021
Q4 		$0 Buy
+5
New +$237 ﹤0.01% 924

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

Capital Advisors Ltd's SNV Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Synovus (SNV) in Q2 2023, closing a stake of 57 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in SNV in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2023. 370 funds tracked by Wall St. Rank hold SNV as of Q2 2023.

  • Capital Advisors Ltd reported no remaining Synovus position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 57 Synovus shares in Q2 2023, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Synovus in Q4 2021 and held it in 5 quarters.
  • Capital Advisors Ltd's Synovus position peaked at $2K in Q1 2023.
  • 370 funds tracked by Wall St. Rank held Synovus as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.