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Clearview Wealth Advisors’s Synaptics SYNA Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-59
Closed -$5.04K – 571
2023
Q2 		$5.04K Buy
59
+1
+2% +$87 0.01% 431
2023
Q1 		$6.45K Buy
58
+1
+2% +$115 0.01% 407
2022
Q4 		$5.42K Hold
57
– – ﹤0.01% 388
2022
Q3 		$6K Sell
57
-28
-33% -$3.47K ﹤0.01% 395
2022
Q2 		$10K Buy
85
+2
+2% +$293 0.01% 355
2022
Q1 		$17K Buy
83
+2
+2% +$444 0.01% 318
2021
Q4 		$23K Buy
81
+41
+103% +$9.79K 0.01% 315
2021
Q3 		$7K Hold
40
– – ﹤0.01% 471
2021
Q2 		$6K Hold
40
– – ﹤0.01% 495
2021
Q1 		$5K Buy
+40
New +$4.87K ﹤0.01% 496

Other funds holding SYNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's SYNA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Synaptics (SYNA) in Q3 2023, closing a stake of 59 shares — an estimated $5.04K sold.

Clearview Wealth Advisors first reported a position in SYNA in Q1 2021 and held it in 10 quarters. The position peaked at $23K in Q4 2021. 274 funds tracked by Wall St. Rank hold SYNA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Synaptics position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 59 Synaptics shares in Q3 2023, an estimated $5.04K.
  • Clearview Wealth Advisors first reported a position in Synaptics in Q1 2021 and held it in 10 quarters.
  • Clearview Wealth Advisors's Synaptics position peaked at $23K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Synaptics as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.