CWC
SNV

Carolinas Wealth Consulting’s Synovus SNV Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-800
Closed -$30.4K – 1143
2023
Q4 		$30.4K Hold
800
– – 0.01% 395
2023
Q3 		$20.9K Sell
800
-1,458
-65% -$45.6K 0.01% 424
2023
Q2 		$69.2K Hold
2,258
– – 0.01% 311
2023
Q1 		$70.2K Buy
2,258
+800
+55% +$30.5K 0.01% 312
2022
Q4 		$55.2K Hold
1,458
– – 0.01% 339
2022
Q3 		$55K Hold
1,458
– – 0.01% 312
2022
Q2 		$53K Hold
1,458
– – 0.01% 320
2022
Q1 		$72K Hold
1,458
– – 0.02% 299
2021
Q4 		$70K Hold
1,458
– – 0.02% 315
2021
Q3 		$64K Hold
1,458
– – 0.01% 305
2021
Q2 		$64K Hold
1,458
– – 0.01% 329
2021
Q1 		$67K Hold
1,458
– – 0.02% 319
2020
Q4 		$48K Sell
1,458
-114
-7% -$3.3K 0.01% 349
2020
Q3 		$34K Hold
1,572
– – 0.01% 336
2020
Q2 		$33K Buy
+1,572
New +$30.4K 0.01% 244

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Carolinas Wealth Consulting's SNV Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Synovus (SNV) in Q1 2024, closing a stake of 800 shares — an estimated $30.4K sold.

Carolinas Wealth Consulting first reported a position in SNV in Q2 2020 and held it in 15 quarters. The position peaked at $72K in Q1 2022. 408 funds tracked by Wall St. Rank hold SNV as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Synovus position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 800 Synovus shares in Q1 2024, an estimated $30.4K.
  • Carolinas Wealth Consulting first reported a position in Synovus in Q2 2020 and held it in 15 quarters.
  • Carolinas Wealth Consulting's Synovus position peaked at $72K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Synovus as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.