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Optimum Investment Advisors’s Synaptics SYNA Stock Holding History

Optimum Investment Advisors’s Portfolio SYNA Stock Details SYNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$95.2K – 781
2022
Q4 		$95.2K Sell
1,000
-200
-17% -$19.2K 0.05% 273
2022
Q3 		$119K Sell
1,200
-200
-14% -$24.8K 0.06% 244
2022
Q2 		$165K Sell
1,400
-25
-2% -$3.66K 0.08% 208
2022
Q1 		$284K Sell
1,425
-25
-2% -$5.54K 0.12% 165
2021
Q4 		$420K Sell
1,450
-165
-10% -$39.4K 0.16% 131
2021
Q3 		$290K Hold
1,615
– – 0.12% 163
2021
Q2 		$251K Sell
1,615
-500
-24% -$67.6K 0.08% 224
2021
Q1 		$286K Buy
2,115
+65
+3% +$7.91K 0.08% 210
2020
Q4 		$198K Buy
2,050
+1,050
+105% +$85.5K 0.06% 247
2020
Q3 		$80K Buy
+1,000
New +$79K 0.03% 367
2018
Q4 		– Sell
-1,500
Closed -$68K – 1031
2018
Q3 		$68K Hold
1,500
– – 0.02% 477
2018
Q2 		$76K Hold
1,500
– – 0.02% 447
2018
Q1 		$69K Buy
+1,500
New +$68.1K 0.02% 472
2016
Q1 		– Sell
-2,800
Closed -$225K – 283
2015
Q4 		$225K Hold
2,800
– – 0.09% 244
2015
Q3 		$231K Buy
+2,800
New +$212K 0.09% 234
2015
Q1 		$236K Hold
2,900
– – 0.07% 262
2014
Q4 		$200K Buy
2,900
+200
+7% +$13.4K 0.06% 263
2014
Q3 		$198K Sell
2,700
-300
-10% -$24.5K 0.07% 254
2014
Q2 		$272K Buy
3,000
+1,200
+67% +$81.3K 0.09% 217
2014
Q1 		$108K Hold
1,800
– – 0.04% 290
2013
Q4 		$93K Buy
+1,800
New +$88.2K 0.04% 305

Other funds holding SYNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimum Investment Advisors's SYNA Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Synaptics (SYNA) in Q1 2023, closing a stake of 1,000 shares — an estimated $95.2K sold.

Optimum Investment Advisors first reported a position in SYNA in Q4 2013 and held it in 21 quarters. The position peaked at $420K in Q4 2021. 320 funds tracked by Wall St. Rank hold SYNA as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Synaptics position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Synaptics shares in Q1 2023, an estimated $95.2K.
  • Optimum Investment Advisors first reported a position in Synaptics in Q4 2013 and held it in 21 quarters.
  • Optimum Investment Advisors's Synaptics position peaked at $420K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held Synaptics as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.