Dougherty Wealth Advisers’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-400
Closed -$14.2K 133
2023
Q1
$14.2K Hold
400
0.02% 115
2022
Q4
$14.7K Hold
400
0.02% 116
2022
Q3
$19K Hold
400
0.04% 110
2022
Q2
$29K Hold
400
0.05% 99
2022
Q1
$32K Hold
400
0.05% 104
2021
Q4
$41K Hold
400
0.06% 106
2021
Q3
$35K Hold
400
0.05% 110
2021
Q2
$36K Hold
400
0.05% 107
2021
Q1
$30K Hold
400
0.05% 110
2020
Q4
$27K Hold
400
0.04% 122
2020
Q3
$21K Hold
400
0.07% 130
2020
Q2
$23K Hold
400
0.08% 133
2020
Q1
$16K Hold
400
0.06% 144
2019
Q4
$24K Hold
400
0.07% 146
2019
Q3
$21K Hold
400
0.07% 149
2019
Q2
$20K Hold
400
0.06% 174
2019
Q1
$21K Hold
400
0.07% 152
2018
Q4
$20K Buy
+400
New +$18.6K 0.07% 158

Other funds holding SYNH

Dougherty Wealth Advisers's SYNH Position: Q2 2023 in Review

Dougherty Wealth Advisers sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q2 2023, closing a stake of 400 shares — an estimated $14.2K sold.

Dougherty Wealth Advisers first reported a position in SYNH in Q4 2018 and held it in 18 quarters. The position peaked at $41K in Q4 2021. 317 funds tracked by Wall St. Rank hold SYNH as of Q2 2023.

  • Dougherty Wealth Advisers reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 400 Syneos Health, Inc. Class A Common Stock shares in Q2 2023, an estimated $14.2K.
  • Dougherty Wealth Advisers first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2018 and held it in 18 quarters.
  • Dougherty Wealth Advisers's Syneos Health, Inc. Class A Common Stock position peaked at $41K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q2 2023.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.