Institutional & Family Asset Management’s Synchrony SYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-166
Closed -$5K 772
2022
Q2
$5K Sell
166
-389
-70% -$13.5K ﹤0.01% 504
2022
Q1
$19K Sell
555
-5
-0.9% -$209 ﹤0.01% 361
2021
Q4
$26K Sell
560
-41
-7% -$1.97K ﹤0.01% 340
2021
Q3
$29K Sell
601
-185
-24% -$8.99K ﹤0.01% 412
2021
Q2
$38K Sell
786
-117
-13% -$5.33K 0.01% 381
2021
Q1
$37K Sell
903
-136
-13% -$5.24K 0.01% 410
2020
Q4
$36K Sell
1,039
-21
-2% -$631 0.01% 370
2020
Q3
$28K Hold
1,060
0.01% 359
2020
Q2
$23K Sell
1,060
-235
-18% -$4.58K ﹤0.01% 387
2020
Q1
$21K Buy
1,295
+368
+40% +$10.7K ﹤0.01% 367
2019
Q4
$33K Hold
927
0.01% 365
2019
Q3
$32K Buy
927
+34
+4% +$1.17K 0.01% 345
2019
Q2
$31K Buy
893
+82
+10% +$2.78K 0.01% 362
2019
Q1
$26K Sell
811
-38
-4% -$1.14K 0.01% 400
2018
Q4
$20K Hold
849
﹤0.01% 406
2018
Q3
$26K Hold
849
0.01% 415
2018
Q2
$28K Sell
849
-58
-6% -$1.99K 0.01% 397
2018
Q1
$30K Buy
+907
New +$33.7K 0.01% 373

Other funds holding SYF

Institutional & Family Asset Management's SYF Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Synchrony (SYF) in Q3 2022, closing a stake of 166 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in SYF in Q1 2018 and held it in 18 quarters. The position peaked at $38K in Q2 2021. 631 funds tracked by Wall St. Rank hold SYF as of Q3 2022.

  • Institutional & Family Asset Management reported no remaining Synchrony position as of Q3 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 166 Synchrony shares in Q3 2022, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in Synchrony in Q1 2018 and held it in 18 quarters.
  • Institutional & Family Asset Management's Synchrony position peaked at $38K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Synchrony as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.