JWM
SNV

Jeppson Wealth Management’s Synovus SNV Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-1,560
Closed -$33K – 390
2020
Q3 		$33K Buy
+1,560
New +$32.5K 0.03% 272

Other funds holding SNV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jeppson Wealth Management's SNV Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Synovus (SNV) in Q4 2020, closing a stake of 1,560 shares — an estimated $33K sold.

Jeppson Wealth Management first reported a position in SNV in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 369 funds tracked by Wall St. Rank hold SNV as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Synovus position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,560 Synovus shares in Q4 2020, an estimated $33K.
  • Jeppson Wealth Management first reported a position in Synovus in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Synovus position peaked at $33K in Q3 2020.
  • 369 funds tracked by Wall St. Rank held Synovus as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.