Meridian Wealth Advisors’s Synchrony SYF Stock Holding History

Meridian Wealth Advisors’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
2022 Q1	–	Sell	-4,950	Closed	-$230K	–	220
2021 Q4	$230K	Hold	4,950	–	–	0.06%	180
2021 Q3	$242K	Hold	4,950	–	–	0.07%	173
2021 Q2	$240K	Hold	4,950	–	–	0.07%	176
2021 Q1	$201K	Buy	+4,950	New	+$191K	0.07%	176
2020 Q1	–	Sell	-5,759	Closed	-$207K	–	167
2019 Q4	$207K	Buy	+5,759	New	+$206K	0.08%	151
2019 Q3	–	Sell	-8,490	Closed	-$295K	–	162
2019 Q2	$295K	Sell	8,490 -366	-4%	-$12.4K	0.21%	96
2019 Q1	$283K	Sell	8,856 -885	-9%	-$26.6K	0.21%	93
2018 Q4	$229K	Buy	+9,741	New	+$264K	0.18%	112

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meridian Wealth Advisors's SYF Position: Q1 2022 in Review

Meridian Wealth Advisors sold out of Synchrony (SYF) in Q1 2022, closing a stake of 4,950 shares — an estimated $230K sold.

Meridian Wealth Advisors first reported a position in SYF in Q4 2018 and held it in 8 quarters. The position peaked at $295K in Q2 2019. 705 funds tracked by Wall St. Rank hold SYF as of Q1 2022.

Meridian Wealth Advisors reported no remaining Synchrony position as of Q1 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 4,950 Synchrony shares in Q1 2022, an estimated $230K.
Meridian Wealth Advisors first reported a position in Synchrony in Q4 2018 and held it in 8 quarters.
Meridian Wealth Advisors's Synchrony position peaked at $295K in Q2 2019.
705 funds tracked by Wall St. Rank held Synchrony as of Q1 2022.

Based on Meridian Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.