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Executive Wealth Management’s Synchrony SYF Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-781
Closed -$27K – 708
2019
Q2 		$27K Buy
+781
New +$26.5K ﹤0.01% 423
2019
Q1 		– Sell
-18
Closed -$1K – 931
2018
Q4 		$1K Buy
+18
New +$487 ﹤0.01% 853

Other funds holding SYF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Executive Wealth Management's SYF Position: Q3 2019 in Review

Executive Wealth Management sold out of Synchrony (SYF) in Q3 2019, closing a stake of 781 shares — an estimated $27K sold.

Executive Wealth Management first reported a position in SYF in Q4 2018 and held it in 2 quarters. The position peaked at $27K in Q2 2019. 675 funds tracked by Wall St. Rank hold SYF as of Q3 2019.

  • Executive Wealth Management reported no remaining Synchrony position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 781 Synchrony shares in Q3 2019, an estimated $27K.
  • Executive Wealth Management first reported a position in Synchrony in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Synchrony position peaked at $27K in Q2 2019.
  • 675 funds tracked by Wall St. Rank held Synchrony as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.