MW
SYNH

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

Marcum Wealth’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
2023
Q3 		– Sell
-6,411
Closed -$270K – 400
2023
Q2 		$270K Sell
6,411
-69
-1% -$2.79K 0.03% 268
2023
Q1 		$231K Sell
6,480
-88
-1% -$3.19K 0.03% 295
2022
Q4 		$241K Sell
6,568
-176
-3% -$6.96K 0.03% 277
2022
Q3 		$318K Sell
6,744
-4
-0.1% -$258 0.05% 230
2022
Q2 		$484K Hold
6,748
– – 0.07% 160
2022
Q1 		$546K Sell
6,748
-83
-1% -$7.02K 0.08% 149
2021
Q4 		$701K Sell
6,831
-1
-0% -$96 0.1% 134
2021
Q3 		$598K Buy
+6,832
New +$618K 0.09% 135

Other funds holding SYNH

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Marcum Wealth's SYNH Position: Q3 2023 in Review

Marcum Wealth sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q3 2023, closing a stake of 6,411 shares — an estimated $270K sold.

Marcum Wealth first reported a position in SYNH in Q3 2021 and held it in 8 quarters. The position peaked at $701K in Q4 2021. 10 funds tracked by Wall St. Rank hold SYNH as of Q3 2023.

  • Marcum Wealth reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Marcum Wealth sold 6,411 Syneos Health, Inc. Class A Common Stock shares in Q3 2023, an estimated $270K.
  • Marcum Wealth first reported a position in Syneos Health, Inc. Class A Common Stock in Q3 2021 and held it in 8 quarters.
  • Marcum Wealth's Syneos Health, Inc. Class A Common Stock position peaked at $701K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q3 2023.

Based on Marcum Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.