PWP
SNV

Pursue Wealth Partners’s Synovus SNV Stock Holding History

Pursue Wealth Partners’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-48,717
Closed -$1.5M – 106
2023
Q1 		$1.5M Hold
48,717
– – 1.03% 34
2022
Q4 		$1.83M Hold
48,717
– – 1.41% 27
2022
Q3 		$1.83M Sell
48,717
-15,000
-24% -$595K 1.31% 25
2022
Q2 		$2.3M Hold
63,717
– – 1.46% 21
2022
Q1 		$2.86M Sell
63,717
-7,500
-11% -$380K 1.18% 22
2021
Q4 		$3.41M Buy
+71,217
New +$3.37M 1.32% 23

Other funds holding SNV

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Pursue Wealth Partners's SNV Position: Q2 2023 in Review

Pursue Wealth Partners sold out of Synovus (SNV) in Q2 2023, closing a stake of 48,717 shares — an estimated $1.5M sold.

Pursue Wealth Partners first reported a position in SNV in Q4 2021 and held it in 6 quarters. The position peaked at $3.41M in Q4 2021. 370 funds tracked by Wall St. Rank hold SNV as of Q2 2023.

  • Pursue Wealth Partners reported no remaining Synovus position as of Q2 2023 after selling out during the quarter.
  • Pursue Wealth Partners sold 48,717 Synovus shares in Q2 2023, an estimated $1.5M.
  • Pursue Wealth Partners first reported a position in Synovus in Q4 2021 and held it in 6 quarters.
  • Pursue Wealth Partners's Synovus position peaked at $3.41M in Q4 2021.
  • 370 funds tracked by Wall St. Rank held Synovus as of Q2 2023.

Based on Pursue Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.