Focused Wealth Management’s Synchrony SYF Stock Holding History

Focused 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
2023 Q2	–	Sell	-6,000	Closed	-$8.55K	–	1121
2023 Q1	$8.55K	Buy	+6,000	New	+$202K	﹤0.01%	566

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

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

Focused Wealth Management's SYF Position: Q2 2022 in Review

Focused Wealth Management sold out of Synchrony (SYF) in Q2 2022, closing a stake of 76 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in SYF in Q2 2017 and held it in 19 quarters. The position peaked at $228K in Q4 2017. 659 funds tracked by Wall St. Rank hold SYF as of Q2 2022.

Focused Wealth Management reported no remaining Synchrony position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 76 Synchrony shares in Q2 2022, an estimated $3K.
Focused Wealth Management first reported a position in Synchrony in Q2 2017 and held it in 19 quarters.
Focused Wealth Management's Synchrony position peaked at $228K in Q4 2017.
659 funds tracked by Wall St. Rank held Synchrony as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.