Heritage Wealth Management (Arizona)’s Synchrony SYF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$2.89K	Buy	88 +44	+100%	+$1.51K	﹤0.01%	944
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	974
2022 Q2	$1.22K	Sell	44 -122	-73%	-$4.24K	﹤0.01%	916
2022 Q1	$6K	Buy	+166	New	+$6.95K	﹤0.01%	780
2021 Q3	$8K	Hold	166	–	–	﹤0.01%	683
2021 Q2	$8K	Hold	166	–	–	﹤0.01%	692
2021 Q1	$7K	Buy	+166	New	+$6.4K	﹤0.01%	613

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SYF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Synchrony (SYF) stake by 100% in Q4 2022, buying an estimated $1.51K and bringing the position to 88 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Heritage Wealth Management (Arizona) first reported a position in SYF in Q1 2021 and has held it in 7 quarters since. The position peaked at $8K in Q3 2021. 691 funds tracked by Wall St. Rank hold SYF as of Q4 2022.

Heritage Wealth Management (Arizona) held 88 shares of Synchrony worth $2.89K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 44 Synchrony shares in Q4 2022, an estimated $1.51K.
Synchrony made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #944 holding.
Heritage Wealth Management (Arizona) first reported a position in Synchrony in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Synchrony position peaked at $8K in Q3 2021.
691 funds tracked by Wall St. Rank held Synchrony as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.