EWA
SYF icon

Evolution Wealth Advisors’s Synchrony SYF Stock Holding History

Evolution Wealth Advisors’s Portfolio SYF Stock Details SYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-919
Closed -$45K – 565
2021
Q3 		$45K Buy
919
+541
+143% +$26.3K 0.01% 226
2021
Q2 		$18K Sell
378
-55
-13% -$2.51K ﹤0.01% 320
2021
Q1 		$18K Sell
433
-23
-5% -$887 ﹤0.01% 315
2020
Q4 		$16K Sell
456
-1,555
-77% -$46.7K ﹤0.01% 292
2020
Q3 		$53K Buy
+2,011
New +$48.9K 0.01% 179
2020
Q1 		– Sell
-117
Closed -$4K – 614
2019
Q4 		$4K Buy
117
+7
+6% +$251 ﹤0.01% 468
2019
Q3 		$4K Hold
110
– – ﹤0.01% 327
2019
Q2 		$4K Buy
+110
New +$3.73K ﹤0.01% 309

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evolution Wealth Advisors's SYF Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Synchrony (SYF) in Q4 2021, closing a stake of 919 shares — an estimated $45K sold.

Evolution Wealth Advisors first reported a position in SYF in Q2 2019 and held it in 8 quarters. The position peaked at $53K in Q3 2020. 766 funds tracked by Wall St. Rank hold SYF as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Synchrony position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 919 Synchrony shares in Q4 2021, an estimated $45K.
  • Evolution Wealth Advisors first reported a position in Synchrony in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Synchrony position peaked at $53K in Q3 2020.
  • 766 funds tracked by Wall St. Rank held Synchrony as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.