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Keudell/Morrison Wealth Management’s Synchrony SYF Stock Holding History

Keudell/Morrison 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
2021
Q3 		– Sell
-4,145
Closed -$201K – 187
2021
Q2 		$201K Buy
+4,145
New +$189K 0.11% 164
2020
Q1 		– Sell
-6,817
Closed -$245K – 156
2019
Q4 		$245K Buy
6,817
+4
+0.1% +$143 0.17% 128
2019
Q3 		$232K Sell
6,813
-299
-4% -$10.3K 0.19% 127
2019
Q2 		$245K Sell
7,112
-105
-1% -$3.56K 0.21% 121
2019
Q1 		$230K Buy
+7,217
New +$217K 0.2% 118

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keudell/Morrison Wealth Management's SYF Position: Q3 2021 in Review

Keudell/Morrison Wealth Management sold out of Synchrony (SYF) in Q3 2021, closing a stake of 4,145 shares — an estimated $201K sold.

Keudell/Morrison Wealth Management first reported a position in SYF in Q1 2019 and held it in 5 quarters. The position peaked at $245K in Q4 2019. 736 funds tracked by Wall St. Rank hold SYF as of Q3 2021.

  • Keudell/Morrison Wealth Management reported no remaining Synchrony position as of Q3 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 4,145 Synchrony shares in Q3 2021, an estimated $201K.
  • Keudell/Morrison Wealth Management first reported a position in Synchrony in Q1 2019 and held it in 5 quarters.
  • Keudell/Morrison Wealth Management's Synchrony position peaked at $245K in Q4 2019.
  • 736 funds tracked by Wall St. Rank held Synchrony as of Q3 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.