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Personal Wealth Partners’s Synchrony SYF Stock Holding History

Personal 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
2020
Q1 		– Sell
-22
Closed -$1K – 536
2019
Q4 		$1K Hold
22
– – ﹤0.01% 472
2019
Q3 		$1K Buy
+22
New +$755 ﹤0.01% 483

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State Street
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Berkshire Hathaway
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Personal Wealth Partners's SYF Position: Q1 2020 in Review

Personal Wealth Partners sold out of Synchrony (SYF) in Q1 2020, closing a stake of 22 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in SYF in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 600 funds tracked by Wall St. Rank hold SYF as of Q1 2020.

  • Personal Wealth Partners reported no remaining Synchrony position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 22 Synchrony shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Synchrony in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Synchrony position peaked at $1K in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Synchrony as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.