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DB Wealth Management Group’s Synchrony SYF Stock Holding History

DB Wealth Management Group’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
Q3 		– Sell
-795
Closed -$27K – 379
2023
Q2 		$27K Hold
795
– – 0.02% 203
2023
Q1 		$23.1K Hold
795
– – 0.01% 214
2022
Q4 		$26.1K Hold
795
– – 0.02% 201
2022
Q3 		$22K Hold
795
– – 0.02% 220
2022
Q2 		$22K Hold
795
– – 0.02% 226
2022
Q1 		$28K Hold
795
– – 0.02% 219
2021
Q4 		$37K Hold
795
– – 0.02% 185
2021
Q3 		$39K Hold
795
– – 0.03% 180
2021
Q2 		$39K Hold
795
– – 0.03% 174
2021
Q1 		$32K Sell
795
-85
-10% -$3.28K 0.02% 197
2020
Q4 		$31K Buy
+880
New +$26.4K 0.02% 187

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DB Wealth Management Group's SYF Position: Q3 2023 in Review

DB Wealth Management Group sold out of Synchrony (SYF) in Q3 2023, closing a stake of 795 shares — an estimated $27K sold.

DB Wealth Management Group first reported a position in SYF in Q4 2020 and held it in 11 quarters. The position peaked at $39K in Q3 2021. 652 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

  • DB Wealth Management Group reported no remaining Synchrony position as of Q3 2023 after selling out during the quarter.
  • DB Wealth Management Group sold 795 Synchrony shares in Q3 2023, an estimated $27K.
  • DB Wealth Management Group first reported a position in Synchrony in Q4 2020 and held it in 11 quarters.
  • DB Wealth Management Group's Synchrony position peaked at $39K in Q3 2021.
  • 652 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on DB Wealth Management Group's 13F filing for Q3 2023, filed 9 Nov 2023.