EI
SNV

Ellevest Inc’s Synovus SNV Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-758
Closed -$28.9K – 2052
2022
Q4 		$28.5K Sell
758
-14
-2% -$556 ﹤0.01% 757
2022
Q3 		$29K Sell
772
-567
-42% -$22.5K ﹤0.01% 724
2022
Q2 		$48K Sell
1,339
-347
-21% -$14.4K ﹤0.01% 575
2022
Q1 		$83K Sell
1,686
-170
-9% -$8.61K 0.01% 440
2021
Q4 		$89K Buy
1,856
+250
+16% +$11.8K 0.01% 413
2021
Q3 		$70K Buy
1,606
+111
+7% +$4.69K 0.01% 425
2021
Q2 		$66K Sell
1,495
-92
-6% -$4.32K 0.01% 431
2021
Q1 		$73K Sell
1,587
-129
-8% -$5.4K 0.01% 394
2020
Q4 		$56K Buy
1,716
+265
+18% +$7.67K 0.01% 434
2020
Q3 		$31K Buy
1,451
+213
+17% +$4.44K 0.01% 452
2020
Q2 		$25K Buy
1,238
+1,233
+24,660% +$23.9K 0.01% 459
2020
Q1 		$0 Sell
5
-36
-88% -$1.11K ﹤0.01% 1275
2019
Q4 		$2K Buy
+41
New +$1.51K ﹤0.01% 694

Other funds holding SNV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's SNV Position: Q1 2023 in Review

Ellevest Inc sold out of Synovus (SNV) in Q1 2023, closing a stake of 758 shares — an estimated $28.9K sold.

Ellevest Inc first reported a position in SNV in Q4 2019 and held it in 13 quarters. The position peaked at $89K in Q4 2021. 377 funds tracked by Wall St. Rank hold SNV as of Q1 2023.

  • Ellevest Inc reported no remaining Synovus position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 758 Synovus shares in Q1 2023, an estimated $28.9K.
  • Ellevest Inc first reported a position in Synovus in Q4 2019 and held it in 13 quarters.
  • Ellevest Inc's Synovus position peaked at $89K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Synovus as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.