DWM
SNV

Doyle Wealth Management’s Synovus SNV Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,741
Closed -$61K – 676
2019
Q2 		$61K Buy
+1,741
New +$60.5K 0.01% 325
2019
Q1 		– Sell
-1,737
Closed -$56K – 658
2018
Q4 		$56K Buy
+1,737
New +$65.5K 0.01% 334

Other funds holding SNV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Doyle Wealth Management's SNV Position: Q3 2019 in Review

Doyle Wealth Management sold out of Synovus (SNV) in Q3 2019, closing a stake of 1,741 shares — an estimated $61K sold.

Doyle Wealth Management first reported a position in SNV in Q4 2018 and held it in 2 quarters. The position peaked at $61K in Q2 2019. 389 funds tracked by Wall St. Rank hold SNV as of Q3 2019.

  • Doyle Wealth Management reported no remaining Synovus position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,741 Synovus shares in Q3 2019, an estimated $61K.
  • Doyle Wealth Management first reported a position in Synovus in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Synovus position peaked at $61K in Q2 2019.
  • 389 funds tracked by Wall St. Rank held Synovus as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.