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IHT Wealth Management’s Synchrony SYF Stock Holding History

IHT Wealth Management’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
-95
Closed -$3K – 1245
2018
Q1 		$3K Sell
95
-29
-23% -$1.08K ﹤0.01% 1450
2017
Q4 		$5K Sell
124
-277
-69% -$9.48K ﹤0.01% 1342
2017
Q3 		$13K Hold
401
– – 0.01% 897
2017
Q2 		$53 Sell
401
-214
-35% -$6.34K 0.03% 490
2017
Q1 		$20K Sell
615
-550
-47% -$19.7K 0.01% 665
2016
Q4 		$43K Buy
+1,165
New +$37.2K 0.03% 421

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

IHT Wealth Management's SYF Position: Q2 2018 in Review

IHT Wealth Management sold out of Synchrony (SYF) in Q2 2018, closing a stake of 95 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in SYF in Q4 2016 and held it in 6 quarters. The position peaked at $43K in Q4 2016. 693 funds tracked by Wall St. Rank hold SYF as of Q2 2018.

  • IHT Wealth Management reported no remaining Synchrony position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 95 Synchrony shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Synchrony in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Synchrony position peaked at $43K in Q4 2016.
  • 693 funds tracked by Wall St. Rank held Synchrony as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.