FWM
SYF icon

Frontier Wealth Management’s Synchrony SYF Stock Holding History

Frontier 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
2018
Q4 		– Sell
-84,586
Closed -$2.63M – 404
2018
Q3 		$2.63M Sell
84,586
-18,220
-18% -$580K 0.25% 63
2018
Q2 		$3.43M Sell
102,806
-3,019
-3% -$104K 0.49% 47
2018
Q1 		$3.55M Sell
105,825
-2,898
-3% -$108K 0.5% 52
2017
Q4 		$4.2M Buy
108,723
+22,251
+26% +$761K 0.67% 36
2017
Q3 		$2.69M Buy
+86,472
New +$2.59M 0.39% 64

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return