CFA
SNV

Compass Financial Advisors’s Synovus SNV Stock Holding History

Compass Financial Advisors’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
2023
Q2 		– Sell
-10,264
Closed -$316K – 86
2023
Q1 		$316K Buy
10,264
+373
+4% +$14.2K 0.4% 87
2022
Q4 		$371K Buy
+9,891
New +$393K 0.5% 68

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Compass Financial Advisors's SNV Position: Q2 2023 in Review

Compass Financial Advisors sold out of Synovus (SNV) in Q2 2023, closing a stake of 10,264 shares — an estimated $316K sold.

Compass Financial Advisors first reported a position in SNV in Q4 2022 and held it in 2 quarters. The position peaked at $371K in Q4 2022. 370 funds tracked by Wall St. Rank hold SNV as of Q2 2023.

  • Compass Financial Advisors reported no remaining Synovus position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 10,264 Synovus shares in Q2 2023, an estimated $316K.
  • Compass Financial Advisors first reported a position in Synovus in Q4 2022 and held it in 2 quarters.
  • Compass Financial Advisors's Synovus position peaked at $371K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held Synovus as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.