Lenox Wealth Advisors’s Synchrony SYF Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-44	Closed	-$2K	–	975
2021 Q4	$2K	Buy	+44	New	+$2.12K	﹤0.01%	757
2021 Q2	–	Sell	-66	Closed	-$3K	–	796
2021 Q1	$3K	Sell	66 -66	-50%	-$2.54K	﹤0.01%	581
2020 Q4	$5K	Buy	+132	New	+$3.97K	﹤0.01%	513
2020 Q2	–	Sell	-180	Closed	-$3K	–	781
2020 Q1	$3K	Hold	180	–	–	﹤0.01%	531
2019 Q4	$6K	Buy	+180	New	+$6.44K	﹤0.01%	466
2018 Q4	–	Sell	-64	Closed	-$2K	–	392
2018 Q3	$2K	Sell	64 -202	-76%	-$6.44K	﹤0.01%	373
2018 Q2	$9K	Sell	266 -85	-24%	-$2.92K	﹤0.01%	387
2018 Q1	$12K	Buy	351 +266	+313%	+$9.87K	﹤0.01%	340
2017 Q4	$3K	Buy	+85	New	+$2.91K	﹤0.01%	299

Other funds holding SYF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Synchrony (SYF) in Q1 2022, closing a stake of 44 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SYF in Q4 2017 and held it in 9 quarters. The position peaked at $12K in Q1 2018. 705 funds tracked by Wall St. Rank hold SYF as of Q1 2022.

Lenox Wealth Advisors reported no remaining Synchrony position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 44 Synchrony shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Synchrony in Q4 2017 and held it in 9 quarters.
Lenox Wealth Advisors's Synchrony position peaked at $12K in Q1 2018.
705 funds tracked by Wall St. Rank held Synchrony as of Q1 2022.

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