HWA
SNV

Heritage Way Advisors’s Synovus SNV Stock Holding History

Heritage Way Advisors’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
2021
Q4 		$287K Hold
6,000
– – 0.11% 67
2021
Q3 		$263K Hold
6,000
– – 0.11% 67
2021
Q2 		$263K Hold
6,000
– – 0.11% 67
2021
Q1 		$275K Buy
+6,000
New +$251K 0.12% 63
2018
Q3 		– Sell
-4,000
Closed -$211K – 62
2018
Q2 		$211K Buy
+4,000
New +$213K 0.15% 60

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Way Advisors's SNV Position: Q4 2021 in Review

Heritage Way Advisors held its Synovus (SNV) position steady in Q4 2021 at 6,000 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #67.

Heritage Way Advisors first reported a position in SNV in Q2 2018 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold SNV as of Q4 2021.

  • Heritage Way Advisors held 6,000 shares of Synovus worth $287K as of Q4 2021.
  • Heritage Way Advisors left its Synovus share count unchanged in Q4 2021.
  • Synovus made up 0.11% of Heritage Way Advisors's portfolio in Q4 2021, its #67 holding.
  • Heritage Way Advisors first reported a position in Synovus in Q2 2018 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held Synovus as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.