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Prestige Wealth Management Group’s Synchrony SYF Stock Holding History

Prestige Wealth Management 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
2025
Q1 		– Sell
-225
Closed -$14.6K – 1059
2024
Q4 		$14.6K Buy
225
+168
+295% +$10.3K ﹤0.01% 405
2024
Q3 		$2.84K Sell
57
-58
-50% -$2.81K ﹤0.01% 707
2024
Q2 		$5.43K Hold
115
– – ﹤0.01% 534
2024
Q1 		$4.96K Sell
115
-115
-50% -$4.58K ﹤0.01% 573
2023
Q4 		$8.78K Hold
230
– – ﹤0.01% 476
2023
Q3 		$7.03K Hold
230
– – ﹤0.01% 508
2023
Q2 		$7.8K Hold
230
– – ﹤0.01% 512
2023
Q1 		$6.69K Sell
230
-31
-12% -$1.04K ﹤0.01% 513
2022
Q4 		$8.58K Hold
261
– – ﹤0.01% 489
2022
Q3 		$7K Sell
261
-26
-9% -$839 ﹤0.01% 493
2022
Q2 		$8K Buy
287
+46
+19% +$1.6K ﹤0.01% 482
2022
Q1 		$8K Hold
241
– – ﹤0.01% 517
2021
Q4 		$12K Hold
241
– – ﹤0.01% 457
2021
Q3 		$12K Hold
241
– – ﹤0.01% 457
2021
Q2 		$12K Hold
241
– – ﹤0.01% 446
2021
Q1 		$9K Hold
241
– – ﹤0.01% 500
2020
Q4 		$8K Buy
241
+11
+5% +$331 ﹤0.01% 496
2020
Q3 		$6K Hold
230
– – ﹤0.01% 522
2020
Q2 		$5K Sell
230
-25
-10% -$487 ﹤0.01% 532
2020
Q1 		$4K Buy
255
+25
+11% +$729 ﹤0.01% 545
2019
Q4 		$8K Hold
230
– – ﹤0.01% 370
2019
Q3 		$8K Hold
230
– – ﹤0.01% 366
2019
Q2 		$8K Hold
230
– – ﹤0.01% 352
2019
Q1 		$7K Hold
230
– – ﹤0.01% 373
2018
Q4 		$5K Buy
+230
New +$6.22K ﹤0.01% 609

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prestige Wealth Management Group's SYF Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of Synchrony (SYF) in Q1 2025, closing a stake of 225 shares — an estimated $14.6K sold.

Prestige Wealth Management Group first reported a position in SYF in Q4 2018 and held it in 25 quarters. The position peaked at $14.6K in Q4 2024. 870 funds tracked by Wall St. Rank hold SYF as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 225 Synchrony shares in Q1 2025, an estimated $14.6K.
  • Prestige Wealth Management Group first reported a position in Synchrony in Q4 2018 and held it in 25 quarters.
  • Prestige Wealth Management Group's Synchrony position peaked at $14.6K in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.