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Insight Wealth Strategies’s Synchrony SYF Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-43,029
Closed -$1.19M – 153
2022
Q3 		$1.19M Hold
43,029
– – 0.22% 89
2022
Q2 		$1.19M Buy
43,029
+10,311
+32% +$358K 0.22% 89
2022
Q1 		$1.14M Buy
32,718
+6,308
+24% +$264K 0.17% 98
2021
Q4 		$1.23M Buy
26,410
+4,204
+19% +$202K 0.17% 87
2021
Q3 		$1.08M Buy
22,206
+1,037
+5% +$50.4K 0.15% 91
2021
Q2 		$1.03M Sell
21,169
-1,179
-5% -$53.7K 0.15% 96
2021
Q1 		$909K Buy
22,348
+11,944
+115% +$460K 0.12% 109
2020
Q4 		$361K Buy
+10,404
New +$313K 0.06% 141

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Insight Wealth Strategies's SYF Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Synchrony (SYF) in Q4 2022, closing a stake of 43,029 shares — an estimated $1.19M sold.

Insight Wealth Strategies first reported a position in SYF in Q4 2020 and held it in 8 quarters. The position peaked at $1.23M in Q4 2021. 691 funds tracked by Wall St. Rank hold SYF as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Synchrony position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 43,029 Synchrony shares in Q4 2022, an estimated $1.19M.
  • Insight Wealth Strategies first reported a position in Synchrony in Q4 2020 and held it in 8 quarters.
  • Insight Wealth Strategies's Synchrony position peaked at $1.23M in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Synchrony as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.