IAG Wealth Partners’s Synchrony SYF Stock Holding History

IAG Wealth 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
2020 Q1	–	Sell	-1,256	Closed	-$46K	–	455
2019 Q4	$46K	Buy	+1,256	New	+$45K	0.03%	111

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

IAG Wealth Partners's SYF Position: Q1 2020 in Review

IAG Wealth Partners sold out of Synchrony (SYF) in Q1 2020, closing a stake of 1,256 shares — an estimated $46K sold.

IAG Wealth Partners first reported a position in SYF in Q4 2019 and held it in 1 quarter. The position peaked at $46K in Q4 2019. 600 funds tracked by Wall St. Rank hold SYF as of Q1 2020.

IAG Wealth Partners reported no remaining Synchrony position as of Q1 2020 after selling out during the quarter.
IAG Wealth Partners sold 1,256 Synchrony shares in Q1 2020, an estimated $46K.
IAG Wealth Partners first reported a position in Synchrony in Q4 2019 and held it in 1 quarter.
IAG Wealth Partners's Synchrony position peaked at $46K in Q4 2019.
600 funds tracked by Wall St. Rank held Synchrony as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.