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Kore Private Wealth’s Synchrony SYF Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-159
Closed -$3K – 979
2020
Q2 		$3K Sell
159
-12
-7% -$234 ﹤0.01% 1010
2020
Q1 		$3K Sell
171
-113
-40% -$3.29K ﹤0.01% 891
2019
Q4 		$10K Buy
+284
New +$10.2K ﹤0.01% 750

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kore Private Wealth's SYF Position: Q3 2020 in Review

Kore Private Wealth sold out of Synchrony (SYF) in Q3 2020, closing a stake of 159 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in SYF in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 602 funds tracked by Wall St. Rank hold SYF as of Q3 2020.

  • Kore Private Wealth reported no remaining Synchrony position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 159 Synchrony shares in Q3 2020, an estimated $3K.
  • Kore Private Wealth first reported a position in Synchrony in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Synchrony position peaked at $10K in Q4 2019.
  • 602 funds tracked by Wall St. Rank held Synchrony as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.