Modera Wealth Management’s Synchrony SYF Stock Holding History

Modera 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
2022 Q1	–	Sell	-10,551	Closed	-$489K	–	565
2021 Q4	$489K	Buy	+10,551	New	+$507K	0.02%	283

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

Modera Wealth Management's SYF Position: Q1 2022 in Review

Modera Wealth Management sold out of Synchrony (SYF) in Q1 2022, closing a stake of 10,551 shares — an estimated $489K sold.

Modera Wealth Management first reported a position in SYF in Q4 2021 and held it in 1 quarter. The position peaked at $489K in Q4 2021. 705 funds tracked by Wall St. Rank hold SYF as of Q1 2022.

Modera Wealth Management reported no remaining Synchrony position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 10,551 Synchrony shares in Q1 2022, an estimated $489K.
Modera Wealth Management first reported a position in Synchrony in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Synchrony position peaked at $489K in Q4 2021.
705 funds tracked by Wall St. Rank held Synchrony as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.