FWM
SNV

Filbrandt Wealth Management’s Synovus SNV Stock Holding History

Filbrandt 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
2021
Q3 		$271K Buy
6,183
+1,250
+25% +$52.8K 0.16% 31
2021
Q2 		$216K Sell
4,933
-1,069
-18% -$50.2K 0.12% 37
2021
Q1 		$275K Hold
6,002
– – 0.17% 28
2020
Q4 		$194K Buy
6,002
+1,877
+46% +$54.3K 0.12% 31
2020
Q3 		$87K Hold
4,125
– – 0.07% 57
2020
Q2 		$85K Hold
4,125
– – 0.07% 80
2020
Q1 		$72K Sell
4,125
-910
-18% -$28K 0.08% 54
2019
Q4 		$197K Buy
+5,035
New +$185K 0.17% 28

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Filbrandt Wealth Management's SNV Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Synovus (SNV) stake by 25% in Q3 2021, buying an estimated $52.8K and bringing the position to 6,183 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #31.

Filbrandt Wealth Management first reported a position in SNV in Q4 2019 and has held it in 8 quarters since. The position peaked at $275K in Q1 2021. 386 funds tracked by Wall St. Rank hold SNV as of Q3 2021.

  • Filbrandt Wealth Management held 6,183 shares of Synovus worth $271K as of Q3 2021.
  • Filbrandt Wealth Management bought 1,250 Synovus shares in Q3 2021, an estimated $52.8K.
  • Synovus made up 0.16% of Filbrandt Wealth Management's portfolio in Q3 2021, its #31 holding.
  • Filbrandt Wealth Management first reported a position in Synovus in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's Synovus position peaked at $275K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Synovus as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.