Clearstead Advisors’s Synaptics SYNA Stock Holding History

Clearstead Advisors’s Portfolio SYNA Stock Details SYNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$701	Sell	10 -103	-91%	-$8.36K	﹤0.01%	2086
2025 Q4	$8.37K	Sell	113 -67	-37%	-$4.71K	﹤0.01%	1910
2025 Q3	$12.3K	Buy	180 +12	+7%	+$816	﹤0.01%	1850
2025 Q2	$10.9K	Buy	+168	New	+$9.88K	﹤0.01%	1863
2024 Q2	–	Sell	-290	Closed	-$25.6K	–	2070
2024 Q1	$25.6K	Buy	290 +283	+4,043%	+$29.7K	﹤0.01%	901
2023 Q4	$799	Sell	7 -7	-50%	-$695	﹤0.01%	1425
2023 Q3	$1.25K	Buy	14 +7	+100%	+$615	﹤0.01%	1445
2023 Q2	$598	Sell	7 -65	-90%	-$5.64K	﹤0.01%	1287
2023 Q1	$8K	Buy	72 +65	+929%	+$7.49K	﹤0.01%	978
2022 Q4	$666	Hold	7	–	–	﹤0.01%	1203
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	1200
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	1227
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	1325
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	1135
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	1240
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	1199
2021 Q1	$1K	Buy	+7	New	+$852	﹤0.01%	1071

Other funds holding SYNA

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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