MBE Wealth Management’s Synchrony SYF Stock Holding History

MBE Wealth Management’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
2020 Q2	–	Sell	-259	Closed	-$4K	–	453
2020 Q1	$4K	Buy	+259	New	+$7.55K	﹤0.01%	406

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MBE Wealth Management's SYF Position: Q2 2020 in Review

MBE Wealth Management sold out of Synchrony (SYF) in Q2 2020, closing a stake of 259 shares — an estimated $4K sold.

MBE Wealth Management first reported a position in SYF in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 592 funds tracked by Wall St. Rank hold SYF as of Q2 2020.

MBE Wealth Management reported no remaining Synchrony position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 259 Synchrony shares in Q2 2020, an estimated $4K.
MBE Wealth Management first reported a position in Synchrony in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Synchrony position peaked at $4K in Q1 2020.
592 funds tracked by Wall St. Rank held Synchrony as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.