FFM
SYNH

Forum Financial Management’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Forum Financial Management’s Portfolio SYNH Stock Details SYNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,256
Closed -$263K – 669
2022
Q1 		$263K Hold
3,256
– – 0.01% 461
2021
Q4 		$334K Buy
+3,256
New +$313K 0.02% 368

Other funds holding SYNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forum Financial Management's SYNH Position: Q2 2022 in Review

Forum Financial Management sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q2 2022, closing a stake of 3,256 shares — an estimated $263K sold.

Forum Financial Management first reported a position in SYNH in Q4 2021 and held it in 2 quarters. The position peaked at $334K in Q4 2021. 362 funds tracked by Wall St. Rank hold SYNH as of Q2 2022.

  • Forum Financial Management reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 3,256 Syneos Health, Inc. Class A Common Stock shares in Q2 2022, an estimated $263K.
  • Forum Financial Management first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Syneos Health, Inc. Class A Common Stock position peaked at $334K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.