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Polaris Wealth Advisory Group’s Synchrony SYF Stock Holding History

Polaris Wealth Advisory Group’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
2021
Q1 		– Sell
-493,934
Closed -$18.1M – 202
2020
Q4 		$18.1M Buy
+493,934
New +$14.8M 1.35% 28

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Polaris Wealth Advisory Group's SYF Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Synchrony (SYF) in Q1 2021, closing a stake of 493,934 shares — an estimated $18.1M sold.

Polaris Wealth Advisory Group first reported a position in SYF in Q4 2020 and held it in 1 quarter. The position peaked at $18.1M in Q4 2020. 702 funds tracked by Wall St. Rank hold SYF as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining Synchrony position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 493,934 Synchrony shares in Q1 2021, an estimated $18.1M.
  • Polaris Wealth Advisory Group first reported a position in Synchrony in Q4 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Synchrony position peaked at $18.1M in Q4 2020.
  • 702 funds tracked by Wall St. Rank held Synchrony as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.