JWM
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Janiczek Wealth Management’s Synchrony SYF Stock Holding History

Janiczek 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
2023
Q4 		– Sell
-57
Closed -$1.74K – 1170
2023
Q3 		$1.74K Hold
57
– – ﹤0.01% 852
2023
Q2 		$1.93K Sell
57
-189
-77% -$5.77K ﹤0.01% 772
2023
Q1 		$7.33K Sell
246
-3
-1% -$101 ﹤0.01% 621
2022
Q4 		$8.36K Sell
249
-138
-36% -$4.73K ﹤0.01% 594
2022
Q3 		$12K Sell
387
-28
-7% -$904 ﹤0.01% 522
2022
Q2 		$14K Buy
415
+408
+5,829% +$14.2K ﹤0.01% 523
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1065
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1088
2021
Q3 		$0 Buy
+7
New +$340 ﹤0.01% 1030

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janiczek Wealth Management's SYF Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Synchrony (SYF) in Q4 2023, closing a stake of 57 shares — an estimated $1.74K sold.

Janiczek Wealth Management first reported a position in SYF in Q3 2021 and held it in 9 quarters. The position peaked at $14K in Q2 2022. 673 funds tracked by Wall St. Rank hold SYF as of Q4 2023.

  • Janiczek Wealth Management reported no remaining Synchrony position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 57 Synchrony shares in Q4 2023, an estimated $1.74K.
  • Janiczek Wealth Management first reported a position in Synchrony in Q3 2021 and held it in 9 quarters.
  • Janiczek Wealth Management's Synchrony position peaked at $14K in Q2 2022.
  • 673 funds tracked by Wall St. Rank held Synchrony as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.