Delap Wealth Advisory’s Synchrony SYF Stock Holding History

Delap Wealth Advisory’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
2024 Q2	–	Sell	-6,986	Closed	-$301K	–	264
2024 Q1	$301K	Buy	+6,986	New	+$278K	0.12%	152

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

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

PCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Delap Wealth Advisory's SYF Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Synchrony (SYF) in Q2 2024, closing a stake of 6,986 shares — an estimated $301K sold.

Delap Wealth Advisory first reported a position in SYF in Q1 2024 and held it in 1 quarter. The position peaked at $301K in Q1 2024. 728 funds tracked by Wall St. Rank hold SYF as of Q2 2024.

Delap Wealth Advisory reported no remaining Synchrony position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 6,986 Synchrony shares in Q2 2024, an estimated $301K.
Delap Wealth Advisory first reported a position in Synchrony in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Synchrony position peaked at $301K in Q1 2024.
728 funds tracked by Wall St. Rank held Synchrony as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.