MinichMacGregor Wealth Management’s Synchrony SYF Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-100	Closed	-$3.29K	–	579
2022 Q4	$3.29K	Buy	+100	New	+$3.42K	﹤0.01%	521
2017 Q2	–	Sell	-157	Closed	-$5K	–	515
2017 Q1	$5K	Hold	157	–	–	﹤0.01%	345
2016 Q4	$5K	Hold	157	–	–	﹤0.01%	342
2016 Q3	$4K	Sell	157 -16	-9%	-$440	﹤0.01%	348
2016 Q2	$4K	Hold	173	–	–	﹤0.01%	343
2016 Q1	$4K	Buy	+173	New	+$4.8K	﹤0.01%	330

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

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

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

SCA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MinichMacGregor Wealth Management's SYF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Synchrony (SYF) in Q1 2023, closing a stake of 100 shares — an estimated $3.29K sold.

MinichMacGregor Wealth Management first reported a position in SYF in Q1 2016 and held it in 6 quarters. The position peaked at $5K in Q1 2017. 651 funds tracked by Wall St. Rank hold SYF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Synchrony position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 100 Synchrony shares in Q1 2023, an estimated $3.29K.
MinichMacGregor Wealth Management first reported a position in Synchrony in Q1 2016 and held it in 6 quarters.
MinichMacGregor Wealth Management's Synchrony position peaked at $5K in Q1 2017.
651 funds tracked by Wall St. Rank held Synchrony as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.