Lee Financial’s Synovus SNV Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-60	Closed	-$2.26K	–	718
2023 Q4	$2.26K	Hold	60	–	–	﹤0.01%	723
2023 Q3	$1.67K	Buy	+60	New	+$1.88K	﹤0.01%	726

Other funds holding SNV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Lee Financial's SNV Position: Q1 2024 in Review

Lee Financial sold out of Synovus (SNV) in Q1 2024, closing a stake of 60 shares — an estimated $2.26K sold.

Lee Financial first reported a position in SNV in Q3 2023 and held it in 2 quarters. The position peaked at $2.26K in Q4 2023. 408 funds tracked by Wall St. Rank hold SNV as of Q1 2024.

Lee Financial reported no remaining Synovus position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 60 Synovus shares in Q1 2024, an estimated $2.26K.
Lee Financial first reported a position in Synovus in Q3 2023 and held it in 2 quarters.
Lee Financial's Synovus position peaked at $2.26K in Q4 2023.
408 funds tracked by Wall St. Rank held Synovus as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.