GWS
SNV

Glassman Wealth Services’s Synovus SNV Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-190
Closed -$7.15K – 1566
2023
Q4 		$7.15K Buy
190
+45
+31% +$1.38K ﹤0.01% 974
2023
Q3 		$4.03K Hold
145
– – ﹤0.01% 1138
2023
Q2 		$4.39K Sell
145
-4
-3% -$117 ﹤0.01% 1033
2023
Q1 		$4.59K Buy
149
+10
+7% +$381 ﹤0.01% 1024
2022
Q4 		$5.22K Hold
139
– – ﹤0.01% 1007
2022
Q3 		$5K Hold
139
– – ﹤0.01% 1007
2022
Q2 		$5K Sell
139
-56
-29% -$2.32K ﹤0.01% 1020
2022
Q1 		$10K Sell
195
-6
-3% -$304 ﹤0.01% 836
2021
Q4 		$10K Buy
201
+57
+40% +$2.7K ﹤0.01% 797
2021
Q3 		$6K Buy
144
+5
+4% +$211 ﹤0.01% 923
2021
Q2 		$6K Hold
139
– – ﹤0.01% 881
2021
Q1 		$6K Hold
139
– – ﹤0.01% 833
2020
Q4 		$4K Hold
139
– – ﹤0.01% 920
2020
Q3 		$3K Hold
139
– – ﹤0.01% 925
2020
Q2 		$3K Buy
+139
New +$2.69K ﹤0.01% 786
2020
Q1 		– Sell
-134
Closed -$5K – 1527
2019
Q4 		$5K Hold
134
– – ﹤0.01% 592
2019
Q3 		$5K Buy
134
+7
+6% +$251 ﹤0.01% 543
2019
Q2 		$4K Buy
127
+88
+226% +$3.06K ﹤0.01% 604
2019
Q1 		$1K Buy
39
+16
+70% +$587 ﹤0.01% 885
2018
Q4 		$1K Buy
23
+8
+53% +$302 ﹤0.01% 684
2018
Q3 		$1K Hold
15
– – ﹤0.01% 738
2018
Q2 		$1K Hold
15
– – ﹤0.01% 724
2018
Q1 		$1K Buy
+15
New +$756 ﹤0.01% 665

Other funds holding SNV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Glassman Wealth Services's SNV Position: Q1 2024 in Review

Glassman Wealth Services sold out of Synovus (SNV) in Q1 2024, closing a stake of 190 shares — an estimated $7.15K sold.

Glassman Wealth Services first reported a position in SNV in Q1 2018 and held it in 23 quarters. The position peaked at $10K in Q1 2022. 408 funds tracked by Wall St. Rank hold SNV as of Q1 2024.

  • Glassman Wealth Services reported no remaining Synovus position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 190 Synovus shares in Q1 2024, an estimated $7.15K.
  • Glassman Wealth Services first reported a position in Synovus in Q1 2018 and held it in 23 quarters.
  • Glassman Wealth Services's Synovus position peaked at $10K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Synovus as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.