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Global Wealth Management Investment Advisory’s Synchrony SYF Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-61
Closed -$2.33K – 397
2023
Q4 		$2.33K Hold
61
– – ﹤0.01% 390
2023
Q3 		$1.86K Hold
61
– – ﹤0.01% 384
2023
Q2 		$2.07K Buy
+61
New +$1.86K ﹤0.01% 390
2022
Q3 		– Sell
-61
Closed -$2K – 431
2022
Q2 		$2K Hold
61
– – ﹤0.01% 430
2022
Q1 		$2K Hold
61
– – ﹤0.01% 433
2021
Q4 		$3K Hold
61
– – ﹤0.01% 389
2021
Q3 		$3K Hold
61
– – ﹤0.01% 398
2021
Q2 		$3K Hold
61
– – ﹤0.01% 378
2021
Q1 		$2K Buy
+61
New +$2.35K ﹤0.01% 423

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's SYF Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Synchrony (SYF) in Q1 2024, closing a stake of 61 shares — an estimated $2.33K sold.

Global Wealth Management Investment Advisory first reported a position in SYF in Q1 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 712 funds tracked by Wall St. Rank hold SYF as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Synchrony position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 61 Synchrony shares in Q1 2024, an estimated $2.33K.
  • Global Wealth Management Investment Advisory first reported a position in Synchrony in Q1 2021 and held it in 9 quarters.
  • Global Wealth Management Investment Advisory's Synchrony position peaked at $3K in Q4 2021.
  • 712 funds tracked by Wall St. Rank held Synchrony as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.