Heck Capital Advisors’s Synchrony SYF Stock Holding History

Heck Capital Advisors’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
2025 Q1	–	Sell	-20	Closed	-$1.3K	–	721
2024 Q4	$1.3K	Buy	+20	New	+$1.22K	﹤0.01%	686

Other funds holding SYF

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's SYF Position: Q1 2025 in Review

Heck Capital Advisors sold out of Synchrony (SYF) in Q1 2025, closing a stake of 20 shares — an estimated $1.3K sold.

Heck Capital Advisors first reported a position in SYF in Q4 2024 and held it in 1 quarter. The position peaked at $1.3K in Q4 2024. 873 funds tracked by Wall St. Rank hold SYF as of Q1 2025.

Heck Capital Advisors reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 20 Synchrony shares in Q1 2025, an estimated $1.3K.
Heck Capital Advisors first reported a position in Synchrony in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Synchrony position peaked at $1.3K in Q4 2024.
873 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.