FormulaFolio Investments’s Synchrony SYF Stock Holding History

FormulaFolio Investments’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 Q2	$24K	Hold	500	–	–	0.01%	179
2021 Q1	$23K	Buy	+500	New	+$19.3K	0.01%	182
2019 Q1	–	Sell	-30,255	Closed	-$940K	–	390
2018 Q4	$940K	Sell	30,255 -202	-0.7%	-$5.46K	0.04%	139
2018 Q3	$947K	Sell	30,457 -817	-3%	-$26K	0.04%	138
2018 Q2	$1.04M	Buy	+31,274	New	+$1.07M	0.05%	125
2017 Q1	–	Sell	-15,992	Closed	-$580K	–	232
2016 Q4	$580K	Buy	+15,992	New	+$511K	0.08%	87

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FormulaFolio Investments's SYF Position: Q2 2021 in Review

FormulaFolio Investments held its Synchrony (SYF) position steady in Q2 2021 at 500 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #179.

FormulaFolio Investments first reported a position in SYF in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2018. 717 funds tracked by Wall St. Rank hold SYF as of Q2 2021.

FormulaFolio Investments held 500 shares of Synchrony worth $24K as of Q2 2021.
FormulaFolio Investments left its Synchrony share count unchanged in Q2 2021.
Synchrony made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #179 holding.
FormulaFolio Investments first reported a position in Synchrony in Q4 2016 and has held it in 6 quarters since.
FormulaFolio Investments's Synchrony position peaked at $1.04M in Q2 2018.
717 funds tracked by Wall St. Rank held Synchrony as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.