CWM
SNV

Cedar Wealth Management’s Synovus SNV Stock Holding History

Cedar Wealth Management’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
Q2 		– Sell
-4,950
Closed -$198K – 345
2024
Q1 		$198K Sell
4,950
-2,850
-37% -$107K 0.07% 110
2023
Q4 		$294K Sell
7,800
-2,350
-23% -$71.8K 0.11% 83
2023
Q3 		$282K Buy
10,150
+3,450
+51% +$108K 0.11% 87
2023
Q2 		$203K Buy
+6,700
New +$196K 0.08% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cedar Wealth Management's SNV Position: Q2 2024 in Review

Cedar Wealth Management sold out of Synovus (SNV) in Q2 2024, closing a stake of 4,950 shares — an estimated $198K sold.

Cedar Wealth Management first reported a position in SNV in Q2 2023 and held it in 4 quarters. The position peaked at $294K in Q4 2023. 382 funds tracked by Wall St. Rank hold SNV as of Q2 2024.

  • Cedar Wealth Management reported no remaining Synovus position as of Q2 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 4,950 Synovus shares in Q2 2024, an estimated $198K.
  • Cedar Wealth Management first reported a position in Synovus in Q2 2023 and held it in 4 quarters.
  • Cedar Wealth Management's Synovus position peaked at $294K in Q4 2023.
  • 382 funds tracked by Wall St. Rank held Synovus as of Q2 2024.

Based on Cedar Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.