RMR Wealth Builders’s Synchrony SYF Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-488	Closed	-$20K	–	640
2021 Q1	$20K	Hold	488	–	–	0.01%	515
2020 Q4	$17K	Buy	+488	New	+$14.7K	0.01%	369

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RMR Wealth Builders's SYF Position: Q2 2021 in Review

RMR Wealth Builders sold out of Synchrony (SYF) in Q2 2021, closing a stake of 488 shares — an estimated $20K sold.

RMR Wealth Builders first reported a position in SYF in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 717 funds tracked by Wall St. Rank hold SYF as of Q2 2021.

RMR Wealth Builders reported no remaining Synchrony position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 488 Synchrony shares in Q2 2021, an estimated $20K.
RMR Wealth Builders first reported a position in Synchrony in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Synchrony position peaked at $20K in Q1 2021.
717 funds tracked by Wall St. Rank held Synchrony as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.