IAA
SNV

Independent Advisor Alliance’s Synovus SNV Stock Holding History

Independent Advisor Alliance’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
2022
Q2 		– Sell
-4,468
Closed -$219K – 687
2022
Q1 		$219K Sell
4,468
-1,508
-25% -$76.3K 0.01% 589
2021
Q4 		$286K Buy
5,976
+698
+13% +$33.1K 0.01% 538
2021
Q3 		$232K Sell
5,278
-296
-5% -$12.5K 0.01% 557
2021
Q2 		$245K Buy
5,574
+243
+5% +$11.4K 0.01% 547
2021
Q1 		$244K Buy
+5,331
New +$223K 0.01% 524

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
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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independent Advisor Alliance's SNV Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Synovus (SNV) in Q2 2022, closing a stake of 4,468 shares — an estimated $219K sold.

Independent Advisor Alliance first reported a position in SNV in Q1 2021 and held it in 5 quarters. The position peaked at $286K in Q4 2021. 417 funds tracked by Wall St. Rank hold SNV as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Synovus position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,468 Synovus shares in Q2 2022, an estimated $219K.
  • Independent Advisor Alliance first reported a position in Synovus in Q1 2021 and held it in 5 quarters.
  • Independent Advisor Alliance's Synovus position peaked at $286K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Synovus as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.