Regent Peak Wealth Advisors’s Synchrony SYF Stock Holding History

Regent Peak Wealth Advisors’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	-429	Closed	-$15K	–	874
2020 Q4	$15K	Buy	+429	New	+$12.9K	0.01%	503

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Regent Peak Wealth Advisors's SYF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Synchrony (SYF) in Q1 2021, closing a stake of 429 shares — an estimated $15K sold.

Regent Peak Wealth Advisors first reported a position in SYF in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 702 funds tracked by Wall St. Rank hold SYF as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Synchrony position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 429 Synchrony shares in Q1 2021, an estimated $15K.
Regent Peak Wealth Advisors first reported a position in Synchrony in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Synchrony position peaked at $15K in Q4 2020.
702 funds tracked by Wall St. Rank held Synchrony as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.