EverSource Wealth Advisors’s Synaptics SYNA Stock Holding History

EverSource Wealth Advisors’s Portfolio SYNA Stock Details SYNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.2K	Buy	274 +52	+23%	+$4.22K	﹤0.01%	2529
2025 Q4	$16.4K	Buy	222 +10	+5%	+$702	﹤0.01%	2512
2025 Q3	$14.5K	Sell	212 -55	-21%	-$3.74K	﹤0.01%	2586
2025 Q2	$17.3K	Buy	267 +127	+91%	+$7.47K	﹤0.01%	2411
2025 Q1	$8.92K	Buy	140 +105	+300%	+$7.61K	﹤0.01%	2166
2024 Q4	$2.67K	Sell	35 -17	-33%	-$1.29K	﹤0.01%	2604
2024 Q3	$4.03K	Buy	52 +20	+63%	+$1.6K	﹤0.01%	2309
2024 Q2	$2.79K	Buy	32 +31	+3,100%	+$2.81K	﹤0.01%	2438
2024 Q1	$90	Buy	+1	New	+$105	﹤0.01%	2828
2023 Q2	–	Sell	-9	Closed	-$1K	–	2613
2023 Q1	$1K	Buy	+9	New	+$1.04K	﹤0.01%	2116

Other funds holding SYNA

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return