KJWM
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Kiley Juergens Wealth Management’s Synchrony SYF Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-10,531
Closed -$327K – 567
2018
Q3 		$327K Sell
10,531
-191
-2% -$6.08K 0.24% 68
2018
Q2 		$357K Buy
10,722
+1,555
+17% +$53.4K 0.32% 60
2018
Q1 		$307K Buy
9,167
+6,971
+317% +$259K 0.33% 59
2017
Q4 		$84K Buy
+2,196
New +$75.1K 0.08% 143

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kiley Juergens Wealth Management's SYF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Synchrony (SYF) in Q4 2018, closing a stake of 10,531 shares — an estimated $327K sold.

Kiley Juergens Wealth Management first reported a position in SYF in Q4 2017 and held it in 4 quarters. The position peaked at $357K in Q2 2018. 673 funds tracked by Wall St. Rank hold SYF as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Synchrony position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 10,531 Synchrony shares in Q4 2018, an estimated $327K.
  • Kiley Juergens Wealth Management first reported a position in Synchrony in Q4 2017 and held it in 4 quarters.
  • Kiley Juergens Wealth Management's Synchrony position peaked at $357K in Q2 2018.
  • 673 funds tracked by Wall St. Rank held Synchrony as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.