LWM
SYNH

Liberty Wealth Management’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Liberty Wealth Management’s Portfolio SYNH Stock Details SYNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-52
Closed -$5K – 1172
2021
Q3 		$5K Buy
52
+26
+100% +$2.35K ﹤0.01% 959
2021
Q2 		$2K Hold
26
– – ﹤0.01% 956
2021
Q1 		$1K Hold
26
– – ﹤0.01% 912
2020
Q4 		$1K Buy
+26
New +$1.62K ﹤0.01% 918

Other funds holding SYNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liberty Wealth Management's SYNH Position: Q4 2021 in Review

Liberty Wealth Management sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q4 2021, closing a stake of 52 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in SYNH in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 378 funds tracked by Wall St. Rank hold SYNH as of Q4 2021.

  • Liberty Wealth Management reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 52 Syneos Health, Inc. Class A Common Stock shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Syneos Health, Inc. Class A Common Stock position peaked at $5K in Q3 2021.
  • 378 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.