DI
SNV

Disciplined Investments’s Synovus SNV Stock Holding History

Disciplined Investments’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-34
Closed -$1.03K – 1329
2023
Q2 		$1.03K Buy
34
+9
+36% +$263 ﹤0.01% 955
2023
Q1 		$771 Sell
25
-8
-24% -$305 ﹤0.01% 1076
2022
Q4 		$1.24K Buy
33
+1
+3% +$40 ﹤0.01% 810
2022
Q3 		$1K Buy
32
+13
+68% +$516 ﹤0.01% 1081
2022
Q2 		$1K Sell
19
-17
-47% -$703 ﹤0.01% 1107
2022
Q1 		$2K Buy
+36
New +$1.82K ﹤0.01% 784

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Disciplined Investments's SNV Position: Q3 2023 in Review

Disciplined Investments sold out of Synovus (SNV) in Q3 2023, closing a stake of 34 shares — an estimated $1.03K sold.

Disciplined Investments first reported a position in SNV in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 371 funds tracked by Wall St. Rank hold SNV as of Q3 2023.

  • Disciplined Investments reported no remaining Synovus position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 34 Synovus shares in Q3 2023, an estimated $1.03K.
  • Disciplined Investments first reported a position in Synovus in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Synovus position peaked at $2K in Q1 2022.
  • 371 funds tracked by Wall St. Rank held Synovus as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.