JGIA
SNV

Jackson Grant Investment Advisers’s Synovus SNV Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q2 		– Sell
-30
Closed -$925 – 462
2023
Q1 		$925 Buy
+30
New +$1.14K ﹤0.01% 452

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Jackson Grant Investment Advisers's SNV Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Synovus (SNV) in Q2 2023, closing a stake of 30 shares — an estimated $925 sold.

Jackson Grant Investment Advisers first reported a position in SNV in Q1 2023 and held it in 1 quarter. The position peaked at $925 in Q1 2023. 370 funds tracked by Wall St. Rank hold SNV as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Synovus position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 30 Synovus shares in Q2 2023, an estimated $925.
  • Jackson Grant Investment Advisers first reported a position in Synovus in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Synovus position peaked at $925 in Q1 2023.
  • 370 funds tracked by Wall St. Rank held Synovus as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.