Concord Wealth Partners’s Synchrony SYF Stock Holding History

Concord Wealth Partners’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-187	Closed	-$6.14K	–	1211
2022 Q4	$6.14K	Buy	+187	New	+$6.41K	﹤0.01%	716
2022 Q3	–	Sell	-187	Closed	-$5K	–	1028
2022 Q2	$5K	Hold	187	–	–	﹤0.01%	837
2022 Q1	$7K	Hold	187	–	–	﹤0.01%	849
2021 Q4	$9K	Buy	+187	New	+$8.99K	﹤0.01%	818

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's SYF Position: Q1 2023 in Review

Concord Wealth Partners sold out of Synchrony (SYF) in Q1 2023, closing a stake of 187 shares — an estimated $6.14K sold.

Concord Wealth Partners first reported a position in SYF in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 651 funds tracked by Wall St. Rank hold SYF as of Q1 2023.

Concord Wealth Partners reported no remaining Synchrony position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 187 Synchrony shares in Q1 2023, an estimated $6.14K.
Concord Wealth Partners first reported a position in Synchrony in Q4 2021 and held it in 4 quarters.
Concord Wealth Partners's Synchrony position peaked at $9K in Q4 2021.
651 funds tracked by Wall St. Rank held Synchrony as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.