MLFP
SYF icon

MPS Loria Financial Planners’s Synchrony SYF Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-61
Closed -$2K – 503
2021
Q1 		$2K Hold
61
– – ﹤0.01% 456
2020
Q4 		$2K Buy
+61
New +$1.83K ﹤0.01% 488

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's SYF Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Synchrony (SYF) in Q2 2021, closing a stake of 61 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in SYF in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 717 funds tracked by Wall St. Rank hold SYF as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Synchrony position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 61 Synchrony shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Synchrony in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Synchrony position peaked at $2K in Q1 2021.
  • 717 funds tracked by Wall St. Rank held Synchrony as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.