Icon Wealth Partners’s Synchrony SYF Stock Holding History

Icon 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
2023 Q3	$101K	Hold	3,317	–	–	0.01%	387
2023 Q2	$113K	Buy	+3,317	New	+$101K	0.01%	386
2019 Q2	–	Sell	-185	Closed	-$6K	–	691
2019 Q1	$6K	Buy	+185	New	+$5.57K	﹤0.01%	744
2018 Q3	–	Sell	-601	Closed	-$20K	–	670
2018 Q2	$20K	Buy	+601	New	+$20.6K	0.01%	593
2018 Q1	–	Sell	-601	Closed	-$23K	–	666
2017 Q4	$23K	Buy	+601	New	+$20.6K	0.01%	582

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Icon Wealth Partners's SYF Position: Q3 2023 in Review

Icon Wealth Partners held its Synchrony (SYF) position steady in Q3 2023 at 3,317 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #387.

Icon Wealth Partners first reported a position in SYF in Q4 2017 and has held it in 5 quarters since. The position peaked at $113K in Q2 2023. 652 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

Icon Wealth Partners held 3,317 shares of Synchrony worth $101K as of Q3 2023.
Icon Wealth Partners left its Synchrony share count unchanged in Q3 2023.
Synchrony made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #387 holding.
Icon Wealth Partners first reported a position in Synchrony in Q4 2017 and has held it in 5 quarters since.
Icon Wealth Partners's Synchrony position peaked at $113K in Q2 2023.
652 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.