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Sage Private Wealth Group’s Synchrony SYF Stock Holding History

Sage Private Wealth Group’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
2022
Q2 		– Sell
-761
Closed -$26K – 178
2022
Q1 		$26K Hold
761
– – 0.03% 111
2021
Q4 		$35K Hold
761
– – 0.04% 95
2021
Q3 		$37K Sell
761
-272
-26% -$13.2K 0.05% 93
2021
Q2 		$50K Sell
1,033
-56
-5% -$2.55K 0.07% 79
2021
Q1 		$44K Hold
1,089
– – 0.08% 86
2020
Q4 		$38K Buy
+1,089
New +$32.7K 0.11% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Sage Private Wealth Group's SYF Position: Q2 2022 in Review

Sage Private Wealth Group sold out of Synchrony (SYF) in Q2 2022, closing a stake of 761 shares — an estimated $26K sold.

Sage Private Wealth Group first reported a position in SYF in Q4 2020 and held it in 6 quarters. The position peaked at $50K in Q2 2021. 659 funds tracked by Wall St. Rank hold SYF as of Q2 2022.

  • Sage Private Wealth Group reported no remaining Synchrony position as of Q2 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 761 Synchrony shares in Q2 2022, an estimated $26K.
  • Sage Private Wealth Group first reported a position in Synchrony in Q4 2020 and held it in 6 quarters.
  • Sage Private Wealth Group's Synchrony position peaked at $50K in Q2 2021.
  • 659 funds tracked by Wall St. Rank held Synchrony as of Q2 2022.

Based on Sage Private Wealth Group's 13F filing for Q2 2022, filed 1 Aug 2022.