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Destination Wealth Management’s Synchrony SYF Stock Holding History

Destination 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
2019
Q2 		– Sell
-23
Closed -$1K – 735
2019
Q1 		$1K Sell
23
-634
-96% -$19.1K ﹤0.01% 656
2018
Q4 		$15K Hold
657
– – ﹤0.01% 377
2018
Q3 		$20K Buy
+657
New +$20.9K ﹤0.01% 401
2018
Q2 		– Sell
-46
Closed -$3K – 634
2018
Q1 		$3K Buy
+46
New +$1.71K ﹤0.01% 488

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Destination Wealth Management's SYF Position: Q2 2019 in Review

Destination Wealth Management sold out of Synchrony (SYF) in Q2 2019, closing a stake of 23 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in SYF in Q1 2018 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 690 funds tracked by Wall St. Rank hold SYF as of Q2 2019.

  • Destination Wealth Management reported no remaining Synchrony position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 23 Synchrony shares in Q2 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in Synchrony in Q1 2018 and held it in 4 quarters.
  • Destination Wealth Management's Synchrony position peaked at $20K in Q3 2018.
  • 690 funds tracked by Wall St. Rank held Synchrony as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.