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Mascoma Wealth Management’s Synaptics SYNA Stock Holding History

Mascoma Wealth Management’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
2023
Q2 		– Sell
-240
Closed -$21.3K – 578
2023
Q1 		$21.3K Hold
240
– – 0.01% 333
2022
Q4 		$22.8K Hold
240
– – 0.01% 319
2022
Q3 		$24K Hold
240
– – 0.01% 315
2022
Q2 		$28K Hold
240
– – 0.01% 312
2022
Q1 		$48K Buy
+240
New +$53.2K 0.02% 266
2017
Q3 		– Sell
-150
Closed -$8K – 414
2017
Q2 		$8K Buy
+150
New +$8.18K 0.01% 302

Other funds holding SYNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mascoma Wealth Management's SYNA Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Synaptics (SYNA) in Q2 2023, closing a stake of 240 shares — an estimated $21.3K sold.

Mascoma Wealth Management first reported a position in SYNA in Q2 2017 and held it in 6 quarters. The position peaked at $48K in Q1 2022. 276 funds tracked by Wall St. Rank hold SYNA as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Synaptics position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 240 Synaptics shares in Q2 2023, an estimated $21.3K.
  • Mascoma Wealth Management first reported a position in Synaptics in Q2 2017 and held it in 6 quarters.
  • Mascoma Wealth Management's Synaptics position peaked at $48K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Synaptics as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.