Creative Planning’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Creative Planning’s Portfolio SYNH Stock Details SYNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,164	Closed	-$386K	–	3078
2023 Q2	$386K	Buy	9,164 +2,844	+45%	+$115K	﹤0.01%	1724
2023 Q1	$225K	Buy	+6,320	New	+$229K	﹤0.01%	2036
2017 Q3	–	Sell	-200	Closed	-$12K	–	3929
2017 Q2	$12K	Sell	200 -345	-63%	-$17.9K	﹤0.01%	3538
2017 Q1	$25K	Buy	545 +345	+173%	+$17.2K	﹤0.01%	2983
2016 Q4	$11K	Sell	200 -191	-49%	-$9.25K	﹤0.01%	3512
2016 Q3	$17K	Buy	391 +191	+96%	+$8.28K	﹤0.01%	3181
2016 Q2	$8K	Sell	200 -1,200	-86%	-$52.7K	﹤0.01%	3416
2016 Q1	$58K	Sell	1,400 -87	-6%	-$3.59K	﹤0.01%	1995
2015 Q4	$72K	Buy	1,487 +487	+49%	+$21.7K	﹤0.01%	1834
2015 Q3	$40K	Buy	+1,000	New	+$43.7K	﹤0.01%	2204
2015 Q2	–	Sell	-200	Closed	-$7K	–	3229
2015 Q1	$7K	Hold	200	–	–	﹤0.01%	3414
2014 Q4	$5K	Buy	+200	New	+$4.76K	﹤0.01%	3521

Other funds holding SYNH

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's SYNH Position: Q3 2023 in Review

Creative Planning sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q3 2023, closing a stake of 9,164 shares — an estimated $386K sold.

Creative Planning first reported a position in SYNH in Q4 2014 and held it in 12 quarters. The position peaked at $386K in Q2 2023. 10 funds tracked by Wall St. Rank hold SYNH as of Q3 2023.

Creative Planning reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 9,164 Syneos Health, Inc. Class A Common Stock shares in Q3 2023, an estimated $386K.
Creative Planning first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2014 and held it in 12 quarters.
Creative Planning's Syneos Health, Inc. Class A Common Stock position peaked at $386K in Q2 2023.
10 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.