RIM
SNV

Rockbridge Investment Management’s Synovus SNV Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-142
Closed -$5.35K – 535
2023
Q4 		$5.35K Buy
+142
New +$4.34K ﹤0.01% 465
2022
Q3 		– Sell
-142
Closed -$5.12K – 513
2022
Q2 		$5.12K Hold
142
– – ﹤0.01% 456
2022
Q1 		$6.86K Hold
142
– – ﹤0.01% 572
2021
Q4 		$7K Hold
142
– – ﹤0.01% 622
2021
Q3 		$6K Hold
142
– – ﹤0.01% 596
2021
Q2 		$6K Hold
142
– – ﹤0.01% 595
2021
Q1 		$6K Hold
142
– – ﹤0.01% 566
2020
Q4 		$5K Hold
142
– – ﹤0.01% 574
2020
Q3 		$3K Hold
142
– – ﹤0.01% 572
2020
Q2 		$3K Buy
+142
New +$2.75K ﹤0.01% 540

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Rockbridge Investment Management's SNV Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Synovus (SNV) in Q1 2024, closing a stake of 142 shares — an estimated $5.35K sold.

Rockbridge Investment Management first reported a position in SNV in Q2 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 408 funds tracked by Wall St. Rank hold SNV as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Synovus position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 142 Synovus shares in Q1 2024, an estimated $5.35K.
  • Rockbridge Investment Management first reported a position in Synovus in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Synovus position peaked at $7K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Synovus as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.