Curi Wealth Management’s Synchrony SYF Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-4	Closed	–	–	630
2022 Q2	$0	Hold	4	–	–	﹤0.01%	719
2022 Q1	$0	Sell	4 -34	-89%	-$1.42K	﹤0.01%	645
2021 Q4	$1K	Buy	+38	New	+$1.83K	﹤0.01%	462
2021 Q1	–	Sell	-4	Closed	–	–	434
2020 Q4	$0	Buy	+4	New	+$120	﹤0.01%	505

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

PCM

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

Curi Wealth Management's SYF Position: Q3 2022 in Review

Curi Wealth Management sold out of Synchrony (SYF) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in SYF in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 631 funds tracked by Wall St. Rank hold SYF as of Q3 2022.

Curi Wealth Management reported no remaining Synchrony position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 4 Synchrony shares in Q3 2022.
Curi Wealth Management first reported a position in Synchrony in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Synchrony position peaked at $1K in Q4 2021.
631 funds tracked by Wall St. Rank held Synchrony as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.