LWA
SNV

Lenox Wealth Advisors’s Synovus SNV Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		– Sell
-40
Closed -$2K – 966
2021
Q4 		$2K Buy
+40
New +$1.89K ﹤0.01% 753
2016
Q1 		– Sell
-57
Closed -$2K – 395
2015
Q4 		$2K Buy
+57
New +$1.82K ﹤0.01% 337

Other funds holding SNV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Lenox Wealth Advisors's SNV Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Synovus (SNV) in Q1 2022, closing a stake of 40 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SNV in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 439 funds tracked by Wall St. Rank hold SNV as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Synovus position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 40 Synovus shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Synovus in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's Synovus position peaked at $2K in Q4 2021.
  • 439 funds tracked by Wall St. Rank held Synovus as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.