OWM
SNV

OneAscent Wealth Management’s Synovus SNV Stock Holding History

OneAscent Wealth Management’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
2022
Q3 		– Sell
-5,936
Closed -$216K – 184
2022
Q2 		$216K Buy
5,936
+78
+1% +$3.23K 0.11% 157
2022
Q1 		$289K Buy
+5,858
New +$297K 0.14% 151
2021
Q4 		– Sell
-5,593
Closed -$247K – 126
2021
Q3 		$247K Buy
+5,593
New +$236K 0.28% 81

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

OneAscent Wealth Management's SNV Position: Q3 2022 in Review

OneAscent Wealth Management sold out of Synovus (SNV) in Q3 2022, closing a stake of 5,936 shares — an estimated $216K sold.

OneAscent Wealth Management first reported a position in SNV in Q3 2021 and held it in 3 quarters. The position peaked at $289K in Q1 2022. 406 funds tracked by Wall St. Rank hold SNV as of Q3 2022.

  • OneAscent Wealth Management reported no remaining Synovus position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 5,936 Synovus shares in Q3 2022, an estimated $216K.
  • OneAscent Wealth Management first reported a position in Synovus in Q3 2021 and held it in 3 quarters.
  • OneAscent Wealth Management's Synovus position peaked at $289K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Synovus as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.