GWM
SYF icon

Gupta Wealth Management’s Synchrony SYF Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$15K Sell
524
-81
-13% -$2.25K ﹤0.01% 758
2015
Q4 		$18K Buy
605
+310
+105% +$9.71K ﹤0.01% 689
2015
Q3 		$9K Hold
295
– – ﹤0.01% 934
2015
Q2 		$10K Buy
+295
New +$9.42K ﹤0.01% 900

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gupta Wealth Management's SYF Position: Q1 2016 in Review

Gupta Wealth Management reduced its Synchrony (SYF) stake by 13% in Q1 2016, selling an estimated $2.25K and leaving 524 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Gupta Wealth Management first reported a position in SYF in Q2 2015 and has held it in 4 quarters since. The position peaked at $18K in Q4 2015. 587 funds tracked by Wall St. Rank hold SYF as of Q1 2016.

  • Gupta Wealth Management held 524 shares of Synchrony worth $15K as of Q1 2016.
  • Gupta Wealth Management sold 81 Synchrony shares in Q1 2016, an estimated $2.25K.
  • Synchrony made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #758 holding.
  • Gupta Wealth Management first reported a position in Synchrony in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Synchrony position peaked at $18K in Q4 2015.
  • 587 funds tracked by Wall St. Rank held Synchrony as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.