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Heritage Wealth Advisors’s Synchrony SYF Stock Holding History

Heritage Wealth 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
2019
Q2 		– Sell
-85
Closed -$2.71K – 485
2019
Q1 		$2.71K Hold
85
– – ﹤0.01% 405
2018
Q4 		$1K Hold
85
– – ﹤0.01% 375
2018
Q3 		$2K Buy
+85
New +$2.71K ﹤0.01% 359

Other funds holding SYF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Heritage Wealth Advisors's SYF Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of Synchrony (SYF) in Q2 2019, closing a stake of 85 shares — an estimated $2.71K sold.

Heritage Wealth Advisors first reported a position in SYF in Q3 2018 and held it in 3 quarters. The position peaked at $2.71K in Q1 2019. 690 funds tracked by Wall St. Rank hold SYF as of Q2 2019.

  • Heritage Wealth Advisors reported no remaining Synchrony position as of Q2 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 85 Synchrony shares in Q2 2019, an estimated $2.71K.
  • Heritage Wealth Advisors first reported a position in Synchrony in Q3 2018 and held it in 3 quarters.
  • Heritage Wealth Advisors's Synchrony position peaked at $2.71K in Q1 2019.
  • 690 funds tracked by Wall St. Rank held Synchrony as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.