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Oak Harbor Wealth Partners’s Synchrony SYF Stock Holding History

Oak Harbor Wealth Partners’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
Q2 		– Sell
-9,142
Closed -$318K – 229
2022
Q1 		$318K Buy
9,142
+2,534
+38% +$106K 0.1% 124
2021
Q4 		$307K Buy
+6,608
New +$318K 0.11% 131

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Oak Harbor Wealth Partners's SYF Position: Q2 2022 in Review

Oak Harbor Wealth Partners sold out of Synchrony (SYF) in Q2 2022, closing a stake of 9,142 shares — an estimated $318K sold.

Oak Harbor Wealth Partners first reported a position in SYF in Q4 2021 and held it in 2 quarters. The position peaked at $318K in Q1 2022. 659 funds tracked by Wall St. Rank hold SYF as of Q2 2022.

  • Oak Harbor Wealth Partners reported no remaining Synchrony position as of Q2 2022 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 9,142 Synchrony shares in Q2 2022, an estimated $318K.
  • Oak Harbor Wealth Partners first reported a position in Synchrony in Q4 2021 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Synchrony position peaked at $318K in Q1 2022.
  • 659 funds tracked by Wall St. Rank held Synchrony as of Q2 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2022, filed 25 Jul 2022.