IWA
SNV

IBEX Wealth Advisors’s Synovus SNV Stock Holding History

IBEX Wealth Advisors’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,218
Closed -$496K – 308
2024
Q1 		$496K Buy
+13,218
New +$497K 0.13% 90
2023
Q1 		– Sell
-13,218
Closed -$496K – 164
2022
Q4 		$496K Buy
+13,218
New +$525K 0.11% 127

Other funds holding SNV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

IBEX Wealth Advisors's SNV Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Synovus (SNV) in Q2 2024, closing a stake of 13,218 shares — an estimated $496K sold.

IBEX Wealth Advisors first reported a position in SNV in Q4 2022 and held it in 2 quarters. The position peaked at $496K in Q1 2024. 382 funds tracked by Wall St. Rank hold SNV as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Synovus position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 13,218 Synovus shares in Q2 2024, an estimated $496K.
  • IBEX Wealth Advisors first reported a position in Synovus in Q4 2022 and held it in 2 quarters.
  • IBEX Wealth Advisors's Synovus position peaked at $496K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Synovus as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.