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Polaris Wealth Advisory Group’s Synaptics SYNA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SYNA Stock Details SYNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$5K – 418
2018
Q3 		$5K Buy
+100
New +$4.76K ﹤0.01% 451
2018
Q2 		– Sell
-100
Closed -$5K – 407
2018
Q1 		$5K Buy
+100
New +$4.54K ﹤0.01% 406

Other funds holding SYNA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polaris Wealth Advisory Group's SYNA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Synaptics (SYNA) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in SYNA in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 212 funds tracked by Wall St. Rank hold SYNA as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Synaptics position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 Synaptics shares in Q4 2018, an estimated $5K.
  • Polaris Wealth Advisory Group first reported a position in Synaptics in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Synaptics position peaked at $5K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Synaptics as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.