PVWM
SYF icon

Point View Wealth Management’s Synchrony SYF Stock Holding History

Point View Wealth Management’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
Q4 		$664K Sell
19,143
-417
-2% -$12.5K 0.27% 123
2020
Q3 		$512K Sell
19,560
-6,009
-24% -$146K 0.24% 133
2020
Q2 		$567K Sell
25,569
-4,240
-14% -$82.6K 0.27% 120
2020
Q1 		$480K Buy
29,809
+3,348
+13% +$97.6K 0.26% 124
2019
Q4 		$953K Sell
26,461
-462
-2% -$16.5K 0.39% 87
2019
Q3 		$918K Sell
26,923
-2,827
-10% -$97K 0.42% 83
2019
Q2 		$1.03M Sell
29,750
-114
-0.4% -$3.86K 0.44% 77
2019
Q1 		$953K Sell
29,864
-40
-0.1% -$1.2K 0.42% 79
2018
Q4 		$702K Buy
29,904
+1,670
+6% +$45.2K 0.35% 99
2018
Q3 		$878K Buy
28,234
+1,450
+5% +$46.2K 0.39% 86
2018
Q2 		$894K Buy
26,784
+52
+0.2% +$1.79K 0.42% 80
2018
Q1 		$896K Sell
26,732
-300
-1% -$11.1K 0.43% 78
2017
Q4 		$1.04M Buy
27,032
+511
+2% +$17.5K 0.5% 67
2017
Q3 		$824K Buy
26,521
+1,599
+6% +$47.8K 0.4% 91
2017
Q2 		$743K Buy
24,922
+9,203
+59% +$273K 0.37% 99
2017
Q1 		$539K Buy
15,719
+745
+5% +$26.7K 0.28% 129
2016
Q4 		$543K Buy
14,974
+1,915
+15% +$61.1K 0.31% 114
2016
Q3 		$366K Buy
+13,059
New +$359K 0.22% 145

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Point View Wealth Management's SYF Position: Q4 2020 in Review

Point View Wealth Management reduced its Synchrony (SYF) stake by 2.1% in Q4 2020, selling an estimated $12.5K and leaving 19,143 shares worth $664K. The position accounts for 0.27% of the portfolio, ranked #123.

Point View Wealth Management first reported a position in SYF in Q3 2016 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2017. 651 funds tracked by Wall St. Rank hold SYF as of Q4 2020.

  • Point View Wealth Management held 19,143 shares of Synchrony worth $664K as of Q4 2020.
  • Point View Wealth Management sold 417 Synchrony shares in Q4 2020, an estimated $12.5K.
  • Synchrony made up 0.27% of Point View Wealth Management's portfolio in Q4 2020, its #123 holding.
  • Point View Wealth Management first reported a position in Synchrony in Q3 2016 and has held it in 18 quarters since.
  • Point View Wealth Management's Synchrony position peaked at $1.04M in Q4 2017.
  • 651 funds tracked by Wall St. Rank held Synchrony as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.