CWA
SNCR

CM Wealth Advisors’s Synchronoss Technologies SNCR Stock Holding History

CM Wealth Advisors’s Portfolio SNCR Stock Details SNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,500
Closed -$13.4K – 157
2023
Q2 		$13.4K Sell
1,500
-12,956
-90% -$109K ﹤0.01% 162
2023
Q1 		$117K Buy
+14,456
New +$116K 0.02% 393

Other funds holding SNCR

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CM Wealth Advisors's SNCR Position: Q3 2023 in Review

CM Wealth Advisors sold out of Synchronoss Technologies (SNCR) in Q3 2023, closing a stake of 1,500 shares — an estimated $13.4K sold.

CM Wealth Advisors first reported a position in SNCR in Q1 2023 and held it in 2 quarters. The position peaked at $117K in Q1 2023. 59 funds tracked by Wall St. Rank hold SNCR as of Q3 2023.

  • CM Wealth Advisors reported no remaining Synchronoss Technologies position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 1,500 Synchronoss Technologies shares in Q3 2023, an estimated $13.4K.
  • CM Wealth Advisors first reported a position in Synchronoss Technologies in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Synchronoss Technologies position peaked at $117K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held Synchronoss Technologies as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.