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Holistic Financial Partners’s Synchrony SYF Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-265
Closed -$9K – 321
2018
Q1 		$9K Buy
265
+7
+3% +$260 0.01% 326
2017
Q4 		$10K Buy
+258
New +$8.83K 0.01% 330

Other funds holding SYF

Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Holistic Financial Partners's SYF Position: Q2 2018 in Review

Holistic Financial Partners sold out of Synchrony (SYF) in Q2 2018, closing a stake of 265 shares — an estimated $9K sold.

Holistic Financial Partners first reported a position in SYF in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 693 funds tracked by Wall St. Rank hold SYF as of Q2 2018.

  • Holistic Financial Partners reported no remaining Synchrony position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 265 Synchrony shares in Q2 2018, an estimated $9K.
  • Holistic Financial Partners first reported a position in Synchrony in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Synchrony position peaked at $10K in Q4 2017.
  • 693 funds tracked by Wall St. Rank held Synchrony as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.