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Coppell Advisory Solutions’s Synchrony SYF Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-328
Closed -$21.3K – 1676
2024
Q4 		$21.3K Buy
328
+242
+281% +$14.8K ﹤0.01% 859
2024
Q3 		$4.27K Sell
86
-874
-91% -$42.3K ﹤0.01% 1290
2024
Q2 		$45.3K Buy
+960
New +$41.7K 0.01% 524
2023
Q4 		$6.15K Sell
161
-1,311
-89% -$41.5K ﹤0.01% 1063
2023
Q3 		$48.4K Buy
1,472
+1,311
+814% +$43.6K 0.02% 303
2023
Q2 		$5.49K Buy
+161
New +$4.92K ﹤0.01% 835
2023
Q1 		– Sell
-1,472
Closed -$48.4K – 962
2022
Q4 		$48.4K Buy
+1,472
New +$50.4K 0.02% 305

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's SYF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Synchrony (SYF) in Q1 2025, closing a stake of 328 shares — an estimated $21.3K sold.

Coppell Advisory Solutions first reported a position in SYF in Q4 2022 and held it in 7 quarters. The position peaked at $48.4K in Q3 2023. 870 funds tracked by Wall St. Rank hold SYF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 328 Synchrony shares in Q1 2025, an estimated $21.3K.
  • Coppell Advisory Solutions first reported a position in Synchrony in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Synchrony position peaked at $48.4K in Q3 2023.
  • 870 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.