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Ropes Wealth Advisors’s Synchrony SYF Stock Holding History

Ropes 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
-7
Closed – – 723
2020
Q4 		$0 Buy
+7
New +$210 ﹤0.01% 912
2019
Q4 		– Sell
-100
Closed -$3K – 559
2019
Q3 		$3K Hold
100
– – ﹤0.01% 528
2019
Q2 		$3K Hold
100
– – ﹤0.01% 536
2019
Q1 		$3K Sell
100
-492
-83% -$14.8K ﹤0.01% 498
2018
Q4 		$14K Hold
592
– – ﹤0.01% 405
2018
Q3 		$18K Hold
592
– – ﹤0.01% 411
2018
Q2 		$20K Hold
592
– – 0.01% 414
2018
Q1 		$20K Hold
592
– – 0.01% 402
2017
Q4 		$23K Buy
592
+100
+20% +$3.42K 0.01% 424
2017
Q3 		$15K Hold
492
– – ﹤0.01% 464
2017
Q2 		$15K Hold
492
– – ﹤0.01% 425
2017
Q1 		$17K Hold
492
– – ﹤0.01% 415
2016
Q4 		$18K Buy
+492
New +$15.7K 0.01% 411

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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ropes Wealth Advisors's SYF Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Synchrony (SYF) in Q1 2021, closing a stake of 7 shares.

Ropes Wealth Advisors first reported a position in SYF in Q4 2016 and held it in 13 quarters. The position peaked at $23K in Q4 2017. 702 funds tracked by Wall St. Rank hold SYF as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Synchrony position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 7 Synchrony shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in Synchrony in Q4 2016 and held it in 13 quarters.
  • Ropes Wealth Advisors's Synchrony position peaked at $23K in Q4 2017.
  • 702 funds tracked by Wall St. Rank held Synchrony as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.