Herold Advisors’s Synchrony SYF Stock Holding History

Herold 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
2022 Q2	–	Sell	-1,500	Closed	-$52.2K	–	614
2022 Q1	$52.2K	Buy	+1,500	New	+$62.8K	0.02%	374
2021 Q4	–	Sell	-1,500	Closed	-$73K	–	589
2021 Q3	$73K	Buy	+1,500	New	+$72.9K	0.03%	323

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PCM

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

Herold Advisors's SYF Position: Q2 2022 in Review

Herold Advisors sold out of Synchrony (SYF) in Q2 2022, closing a stake of 1,500 shares — an estimated $52.2K sold.

Herold Advisors first reported a position in SYF in Q3 2021 and held it in 2 quarters. The position peaked at $73K in Q3 2021. 659 funds tracked by Wall St. Rank hold SYF as of Q2 2022.

Herold Advisors reported no remaining Synchrony position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,500 Synchrony shares in Q2 2022, an estimated $52.2K.
Herold Advisors first reported a position in Synchrony in Q3 2021 and held it in 2 quarters.
Herold Advisors's Synchrony position peaked at $73K in Q3 2021.
659 funds tracked by Wall St. Rank held Synchrony as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.