Financial Gravity Asset Management’s Synchrony SYF Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-34	Closed	-$995	–	1730
2023 Q2	$995	Buy	+34	New	+$1.04K	﹤0.01%	814
2023 Q1	–	Sell	-33	Closed	-$876	–	1619
2022 Q4	$876	Buy	+33	New	+$1.13K	﹤0.01%	693
2018 Q3	–	Sell	-6	Closed	–	–	1604
2018 Q2	$0	Sell	6 -967	-99%	-$33.2K	﹤0.01%	1596
2018 Q1	$32K	Buy	+973	New	+$36.1K	0.03%	452

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Asset Management's SYF Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Synchrony (SYF) in Q3 2023, closing a stake of 34 shares — an estimated $995 sold.

Financial Gravity Asset Management first reported a position in SYF in Q1 2018 and held it in 4 quarters. The position peaked at $32K in Q1 2018. 652 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

Financial Gravity Asset Management reported no remaining Synchrony position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 34 Synchrony shares in Q3 2023, an estimated $995.
Financial Gravity Asset Management first reported a position in Synchrony in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Synchrony position peaked at $32K in Q1 2018.
652 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.