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Lokken Investment Group’s Synaptics SYNA Stock Holding History

Lokken Investment Group’s Portfolio SYNA Stock Details SYNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,200
Closed -$347K – 143
2021
Q4 		$347K Hold
1,200
– – 0.25% 89
2021
Q3 		$216K Buy
+1,200
New +$202K 0.17% 112

Other funds holding SYNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lokken Investment Group's SYNA Position: Q1 2022 in Review

Lokken Investment Group sold out of Synaptics (SYNA) in Q1 2022, closing a stake of 1,200 shares — an estimated $347K sold.

Lokken Investment Group first reported a position in SYNA in Q3 2021 and held it in 2 quarters. The position peaked at $347K in Q4 2021. 369 funds tracked by Wall St. Rank hold SYNA as of Q1 2022.

  • Lokken Investment Group reported no remaining Synaptics position as of Q1 2022 after selling out during the quarter.
  • Lokken Investment Group sold 1,200 Synaptics shares in Q1 2022, an estimated $347K.
  • Lokken Investment Group first reported a position in Synaptics in Q3 2021 and held it in 2 quarters.
  • Lokken Investment Group's Synaptics position peaked at $347K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Synaptics as of Q1 2022.

Based on Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.