Geller Advisors’s Synchrony SYF Stock Holding History

Geller 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 Q3	–	Sell	-4,821	Closed	-$228K	–	283
2024 Q2	$228K	Hold	4,821	–	–	0.02%	243
2024 Q1	$208K	Buy	+4,821	New	+$192K	0.02%	268

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geller Advisors's SYF Position: Q3 2024 in Review

Geller Advisors sold out of Synchrony (SYF) in Q3 2024, closing a stake of 4,821 shares — an estimated $228K sold.

Geller Advisors first reported a position in SYF in Q1 2024 and held it in 2 quarters. The position peaked at $228K in Q2 2024. 779 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

Geller Advisors reported no remaining Synchrony position as of Q3 2024 after selling out during the quarter.
Geller Advisors sold 4,821 Synchrony shares in Q3 2024, an estimated $228K.
Geller Advisors first reported a position in Synchrony in Q1 2024 and held it in 2 quarters.
Geller Advisors's Synchrony position peaked at $228K in Q2 2024.
779 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.