PS
SNV

Planned Solutions’s Synovus SNV Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-229
Closed -$10.2K – 551
2024
Q3 		$10.2K Buy
+229
New +$10K ﹤0.01% 446
2024
Q1 		– Sell
-229
Closed -$8.62K – 477
2023
Q4 		$8.62K Buy
+229
New +$7K ﹤0.01% 433

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's SNV Position: Q4 2024 in Review

Planned Solutions sold out of Synovus (SNV) in Q4 2024, closing a stake of 229 shares — an estimated $10.2K sold.

Planned Solutions first reported a position in SNV in Q4 2023 and held it in 2 quarters. The position peaked at $10.2K in Q3 2024. 458 funds tracked by Wall St. Rank hold SNV as of Q4 2024.

  • Planned Solutions reported no remaining Synovus position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 229 Synovus shares in Q4 2024, an estimated $10.2K.
  • Planned Solutions first reported a position in Synovus in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Synovus position peaked at $10.2K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Synovus as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.