Confluence Wealth Services’s Synchrony SYF Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-4,340	Closed	-$201K	–	1045
2021 Q4	$201K	Buy	+4,340	New	+$209K	0.06%	227

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Confluence Wealth Services's SYF Position: Q1 2022 in Review

Confluence Wealth Services sold out of Synchrony (SYF) in Q1 2022, closing a stake of 4,340 shares — an estimated $201K sold.

Confluence Wealth Services first reported a position in SYF in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 705 funds tracked by Wall St. Rank hold SYF as of Q1 2022.

Confluence Wealth Services reported no remaining Synchrony position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 4,340 Synchrony shares in Q1 2022, an estimated $201K.
Confluence Wealth Services first reported a position in Synchrony in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Synchrony position peaked at $201K in Q4 2021.
705 funds tracked by Wall St. Rank held Synchrony as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.