GenTrust’s Synovus SNV Stock Holding History

GenTrust’s Portfolio SNV Stock Details SNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,500	Closed	-$232K	–	140
2023 Q2	$232K	Buy	+7,500	New	+$219K	0.02%	127

Other funds holding SNV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

GenTrust's SNV Position: Q3 2023 in Review

GenTrust sold out of Synovus (SNV) in Q3 2023, closing a stake of 7,500 shares — an estimated $232K sold.

GenTrust first reported a position in SNV in Q2 2023 and held it in 1 quarter. The position peaked at $232K in Q2 2023. 372 funds tracked by Wall St. Rank hold SNV as of Q3 2023.

GenTrust reported no remaining Synovus position as of Q3 2023 after selling out during the quarter.
GenTrust sold 7,500 Synovus shares in Q3 2023, an estimated $232K.
GenTrust first reported a position in Synovus in Q2 2023 and held it in 1 quarter.
GenTrust's Synovus position peaked at $232K in Q2 2023.
372 funds tracked by Wall St. Rank held Synovus as of Q3 2023.

Based on GenTrust's 13F filing for Q3 2023, filed 11 Oct 2023.