Next Financial Group’s Synovus SNV Stock Holding History

Next Financial Group’s Portfolio SNV Stock Details SNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$25K	Sell	529 -298	-36%	-$14.1K	﹤0.01%	1792
2021 Q3	$36K	Buy	827 +36	+5%	+$1.52K	﹤0.01%	1560
2021 Q2	$35K	Sell	791 -690	-47%	-$32.4K	﹤0.01%	1537
2021 Q1	$68K	Buy	1,481 +4	+0.3%	+$168	0.01%	1162
2020 Q4	$48K	Buy	1,477 +1,177	+392%	+$34K	﹤0.01%	1210
2020 Q3	$6K	Buy	+300	New	+$6.25K	﹤0.01%	1798
2020 Q1	–	Sell	-84	Closed	-$3K	–	2382
2019 Q4	$3K	Hold	84	–	–	﹤0.01%	2102
2019 Q3	$3K	Hold	84	–	–	﹤0.01%	2040
2019 Q2	$3K	Hold	84	–	–	﹤0.01%	2039
2019 Q1	$3K	Buy	+84	New	+$3.08K	﹤0.01%	1403
2018 Q4	–	Sell	-1,285	Closed	-$59K	–	2091
2018 Q3	$59K	Buy	+1,285	New	+$64.7K	0.03%	506

Other funds holding SNV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Next Financial Group's SNV Position: Q4 2021 in Review

Next Financial Group reduced its Synovus (SNV) stake by 36% in Q4 2021, selling an estimated $14.1K and leaving 529 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Next Financial Group first reported a position in SNV in Q3 2018 and has held it in 11 quarters since. The position peaked at $68K in Q1 2021. 423 funds tracked by Wall St. Rank hold SNV as of Q4 2021.

Next Financial Group held 529 shares of Synovus worth $25K as of Q4 2021.
Next Financial Group sold 298 Synovus shares in Q4 2021, an estimated $14.1K.
Synovus made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1792 holding.
Next Financial Group first reported a position in Synovus in Q3 2018 and has held it in 11 quarters since.
Next Financial Group's Synovus position peaked at $68K in Q1 2021.
423 funds tracked by Wall St. Rank held Synovus as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.