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Cassady Schiller Wealth Management’s Synchrony SYF Stock Holding History

Cassady Schiller 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
Q4 		$2.15K Buy
+33
New +$2.02K ﹤0.01% 558
2022
Q1 		– Sell
-16
Closed -$1K – 538
2021
Q4 		$1K Buy
+16
New +$769 ﹤0.01% 503

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cassady Schiller Wealth Management's SYF Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Synchrony (SYF) in Q4 2024: 33 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in SYF as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in SYF in Q4 2021 and has held it in 2 quarters since. 898 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

  • Cassady Schiller Wealth Management held 33 shares of Synchrony worth $2.15K as of Q4 2024.
  • Synchrony was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Synchrony made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #558 holding.
  • Cassady Schiller Wealth Management first reported a position in Synchrony in Q4 2021 and has held it in 2 quarters since.
  • 898 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.