New England Capital Financial Advisors’s Synchrony SYF Stock Holding History

New England Capital Financial 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
2024 Q3	–	Sell	-149	Closed	-$7.03K	–	416
2024 Q2	$7.03K	Sell	149 -99	-40%	-$4.3K	﹤0.01%	244
2024 Q1	$10.7K	Buy	248 +2	+0.8%	+$80	0.01%	221
2023 Q4	$9.39K	Buy	246 +2	+0.8%	+$63	0.01%	233
2023 Q3	$7.46K	Buy	244 +2	+0.8%	+$67	0.01%	246
2023 Q2	$8.21K	Buy	242 +2	+0.8%	+$61	0.01%	241
2023 Q1	$6.98K	Buy	240 +1	+0.4%	+$34	﹤0.01%	276
2022 Q4	$8.45K	Buy	+239	New	+$8.19K	0.01%	262

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

New England Capital Financial Advisors's SYF Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of Synchrony (SYF) in Q3 2024, closing a stake of 149 shares — an estimated $7.03K sold.

New England Capital Financial Advisors first reported a position in SYF in Q4 2022 and held it in 7 quarters. The position peaked at $10.7K in Q1 2024. 780 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

New England Capital Financial Advisors reported no remaining Synchrony position as of Q3 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 149 Synchrony shares in Q3 2024, an estimated $7.03K.
New England Capital Financial Advisors first reported a position in Synchrony in Q4 2022 and held it in 7 quarters.
New England Capital Financial Advisors's Synchrony position peaked at $10.7K in Q1 2024.
780 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.