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Provence Wealth Management Group’s Synchrony SYF Stock Holding History

Provence 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
2023
Q3 		– Sell
-6,178
Closed -$210K – 482
2023
Q2 		$210K Buy
+6,178
New +$189K 0.12% 146

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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Provence Wealth Management Group's SYF Position: Q3 2023 in Review

Provence Wealth Management Group sold out of Synchrony (SYF) in Q3 2023, closing a stake of 6,178 shares — an estimated $210K sold.

Provence Wealth Management Group first reported a position in SYF in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 653 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

  • Provence Wealth Management Group reported no remaining Synchrony position as of Q3 2023 after selling out during the quarter.
  • Provence Wealth Management Group sold 6,178 Synchrony shares in Q3 2023, an estimated $210K.
  • Provence Wealth Management Group first reported a position in Synchrony in Q2 2023 and held it in 1 quarter.
  • Provence Wealth Management Group's Synchrony position peaked at $210K in Q2 2023.
  • 653 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on Provence Wealth Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.