Pathstone Family Office’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Pathstone Family Office’s Portfolio SYNH Stock Details SYNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,181	Closed	-$292K	–	1435
2022 Q3	$292K	Sell	6,181 -4,222	-41%	-$273K	0.01%	935
2022 Q2	$746K	Buy	10,403 +374	+4%	+$27.3K	0.02%	424
2022 Q1	$812K	Buy	10,029 +34	+0.3%	+$2.88K	0.02%	385
2021 Q4	$1.03M	Buy	9,995 +109	+1%	+$10.5K	0.03%	330
2021 Q3	$865K	Buy	9,886 +2,349	+31%	+$213K	0.03%	334
2021 Q2	$674K	Buy	7,537 +3,227	+75%	+$273K	0.02%	381
2021 Q1	$327K	Buy	+4,310	New	+$325K	0.01%	461

Other funds holding SYNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pathstone Family Office's SYNH Position: Q4 2022 in Review

Pathstone Family Office sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q4 2022, closing a stake of 6,181 shares — an estimated $292K sold.

Pathstone Family Office first reported a position in SYNH in Q1 2021 and held it in 7 quarters. The position peaked at $1.03M in Q4 2021. 305 funds tracked by Wall St. Rank hold SYNH as of Q4 2022.

Pathstone Family Office reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Pathstone Family Office sold 6,181 Syneos Health, Inc. Class A Common Stock shares in Q4 2022, an estimated $292K.
Pathstone Family Office first reported a position in Syneos Health, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Pathstone Family Office's Syneos Health, Inc. Class A Common Stock position peaked at $1.03M in Q4 2021.
305 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.