Gradient Investments’s Synchrony SYF Stock Holding History

Gradient Investments’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	-16	Closed	-$755	–	1164
2024 Q2	$755	Hold	16	–	–	﹤0.01%	1119
2024 Q1	$690	Sell	16 -60	-79%	-$2.39K	﹤0.01%	971
2023 Q4	$2.9K	Hold	76	–	–	﹤0.01%	1131
2023 Q3	$2.32K	Hold	76	–	–	﹤0.01%	1139
2023 Q2	$2.58K	Buy	76 +62	+443%	+$1.89K	﹤0.01%	1104
2023 Q1	$407	Buy	14 +1	+8%	+$34	﹤0.01%	1301
2022 Q4	$427	Hold	13	–	–	﹤0.01%	1315
2022 Q3	$0	Hold	13	–	–	﹤0.01%	1532
2022 Q2	$0	Hold	13	–	–	﹤0.01%	1376
2022 Q1	$0	Hold	13	–	–	﹤0.01%	1332
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	1188
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	1108
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1108
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	1109
2020 Q4	$0	Hold	13	–	–	﹤0.01%	1177
2020 Q3	$0	Hold	13	–	–	﹤0.01%	1220
2020 Q2	$0	Hold	13	–	–	﹤0.01%	1194
2020 Q1	$0	Sell	13 -13	-50%	-$379	﹤0.01%	1232
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	1052
2019 Q3	$1K	Buy	26 +13	+100%	+$446	﹤0.01%	1045
2019 Q2	$0	Hold	13	–	–	﹤0.01%	1079
2019 Q1	$0	Hold	13	–	–	﹤0.01%	998
2018 Q4	$0	Hold	13	–	–	﹤0.01%	1081
2018 Q3	$0	Hold	13	–	–	﹤0.01%	1055
2018 Q2	$0	Buy	+13	New	+$447	﹤0.01%	1129
2017 Q3	–	Sell	-98	Closed	-$3K	–	649
2017 Q2	$3K	Buy	+98	New	+$2.9K	﹤0.01%	658
2015 Q4	–	Sell	-2	Closed	–	–	740
2015 Q3	$0	Buy	+2	New	+$66	﹤0.01%	677

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

Gradient Investments's SYF Position: Q3 2024 in Review

Gradient Investments sold out of Synchrony (SYF) in Q3 2024, closing a stake of 16 shares — an estimated $755 sold.

Gradient Investments first reported a position in SYF in Q3 2015 and held it in 27 quarters. The position peaked at $3K in Q2 2017. 779 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

Gradient Investments reported no remaining Synchrony position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 16 Synchrony shares in Q3 2024, an estimated $755.
Gradient Investments first reported a position in Synchrony in Q3 2015 and held it in 27 quarters.
Gradient Investments's Synchrony position peaked at $3K in Q2 2017.
779 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.