Carson Wealth (CWM LLC)
SYNH

Carson Wealth (CWM LLC)’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q3 		– Sell
-1,944
Closed -$82K – 4640
2023
Q2 		$82K Sell
1,944
-251
-11% -$10.1K ﹤0.01% 1677
2023
Q1 		$78K Buy
2,195
+782
+55% +$28.4K ﹤0.01% 1623
2022
Q4 		$52K Buy
1,413
+779
+123% +$30.8K ﹤0.01% 1712
2022
Q3 		$30K Buy
634
+216
+52% +$14K ﹤0.01% 1975
2022
Q2 		$30K Buy
418
+232
+125% +$17K ﹤0.01% 1898
2022
Q1 		$15K Buy
186
+21
+13% +$1.78K ﹤0.01% 2274
2021
Q4 		$17K Buy
+165
New +$15.8K ﹤0.01% 2094
2021
Q2 		$12K Hold
130
– – ﹤0.01% 2038
2021
Q1 		$12K Hold
130
– – ﹤0.01% 2038
2020
Q4 		$12K Hold
130
– – ﹤0.01% 2038
2020
Q3 		$12K Hold
130
– – ﹤0.01% 2037
2020
Q2 		$12K Hold
130
– – ﹤0.01% 2037
2020
Q1 		$12K Hold
130
– – ﹤0.01% 2037
2019
Q4 		$12K Hold
130
– – ﹤0.01% 2037
2019
Q3 		$12K Hold
130
– – ﹤0.01% 2037
2019
Q2 		$12K Hold
130
– – ﹤0.01% 2037
2019
Q1 		$12K Buy
130
+106
+442% +$5.14K ﹤0.01% 2036
2018
Q4 		$1K Buy
+24
New +$1.11K ﹤0.01% 2031

Other funds holding SYNH

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SYNH Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q3 2023, closing a stake of 1,944 shares — an estimated $82K sold.

Carson Wealth (CWM LLC) first reported a position in SYNH in Q4 2018 and held it in 18 quarters. The position peaked at $82K in Q2 2023. 10 funds tracked by Wall St. Rank hold SYNH as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,944 Syneos Health, Inc. Class A Common Stock shares in Q3 2023, an estimated $82K.
  • Carson Wealth (CWM LLC) first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2018 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s Syneos Health, Inc. Class A Common Stock position peaked at $82K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.