Peterson Wealth Services’s Synchrony SYF Stock Holding History

Peterson Wealth Services’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
2024 Q4	–	Sell	-183	Closed	-$9.12K	–	234
2024 Q3	$9.12K	Buy	+183	New	+$8.85K	﹤0.01%	187
2023 Q4	–	Sell	-6,963	Closed	-$213K	–	107
2023 Q3	$213K	Buy	6,963 +66	+1%	+$2.2K	0.16%	63
2023 Q2	$234K	Buy	+6,897	New	+$211K	0.11%	85
2023 Q1	–	Sell	-6,888	Closed	-$226K	–	92
2022 Q4	$226K	Buy	+6,888	New	+$236K	0.13%	86
2022 Q1	–	Sell	-4,606	Closed	-$214K	–	93
2021 Q4	$214K	Buy	+4,606	New	+$221K	0.14%	86

Other funds holding SYF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Peterson Wealth Services's SYF Position: Q4 2024 in Review

Peterson Wealth Services sold out of Synchrony (SYF) in Q4 2024, closing a stake of 183 shares — an estimated $9.12K sold.

Peterson Wealth Services first reported a position in SYF in Q4 2021 and held it in 5 quarters. The position peaked at $234K in Q2 2023. 898 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

Peterson Wealth Services reported no remaining Synchrony position as of Q4 2024 after selling out during the quarter.
Peterson Wealth Services sold 183 Synchrony shares in Q4 2024, an estimated $9.12K.
Peterson Wealth Services first reported a position in Synchrony in Q4 2021 and held it in 5 quarters.
Peterson Wealth Services's Synchrony position peaked at $234K in Q2 2023.
898 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Peterson Wealth Services's 13F filing for Q4 2024, filed 29 Jan 2025.