CarsonAllaria Wealth Management’s Synchrony SYF Stock Holding History

CarsonAllaria Wealth Management’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-100	Closed	-$4.72K	–	427
2024 Q2	$4.72K	Sell	100 -100	-50%	-$4.34K	﹤0.01%	295
2024 Q1	$8.62K	Hold	200	–	–	0.01%	261
2023 Q4	$7.64K	Hold	200	–	–	0.01%	233
2023 Q3	$6.11K	Hold	200	–	–	0.01%	241
2023 Q2	$6.78K	Hold	200	–	–	0.01%	250
2023 Q1	$5.82K	Hold	200	–	–	﹤0.01%	252
2022 Q4	$7K	Hold	200	–	–	0.01%	218
2022 Q3	$6K	Hold	200	–	–	0.01%	220
2022 Q2	$6K	Hold	200	–	–	0.01%	220
2022 Q1	$7K	Hold	200	–	–	0.01%	223
2021 Q4	$9K	Buy	+200	New	+$9.62K	0.01%	215

Other funds holding SYF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

CarsonAllaria Wealth Management's SYF Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Synchrony (SYF) in Q3 2024, closing a stake of 100 shares — an estimated $4.72K sold.

CarsonAllaria Wealth Management first reported a position in SYF in Q4 2021 and held it in 11 quarters. The position peaked at $9K in Q4 2021. 779 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

CarsonAllaria Wealth Management reported no remaining Synchrony position as of Q3 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 100 Synchrony shares in Q3 2024, an estimated $4.72K.
CarsonAllaria Wealth Management first reported a position in Synchrony in Q4 2021 and held it in 11 quarters.
CarsonAllaria Wealth Management's Synchrony position peaked at $9K in Q4 2021.
779 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.