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FRG Family Wealth Advisors’s Synchrony SYF Stock Holding History

FRG Family Wealth Advisors’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
2024
Q2 		– Sell
-42
Closed -$1.85K – 331
2024
Q1 		$1.85K Buy
+42
New +$1.67K ﹤0.01% 326

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FRG Family Wealth Advisors's SYF Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Synchrony (SYF) in Q2 2024, closing a stake of 42 shares — an estimated $1.85K sold.

FRG Family Wealth Advisors first reported a position in SYF in Q1 2024 and held it in 1 quarter. The position peaked at $1.85K in Q1 2024. 728 funds tracked by Wall St. Rank hold SYF as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Synchrony position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 42 Synchrony shares in Q2 2024, an estimated $1.85K.
  • FRG Family Wealth Advisors first reported a position in Synchrony in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Synchrony position peaked at $1.85K in Q1 2024.
  • 728 funds tracked by Wall St. Rank held Synchrony as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.